Capstone Wealth Management Group (Pennsylvania)’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
4,551
-520
| -10% | -$146K | 1.22% | 17 |
|
|
2025
Q1 | $1.31M | Sell |
5,071
-2,364
| -32% | -$611K | 0.75% | 31 |
|
|
2024
Q4 | $1.96M | Buy |
7,435
+2,907
| +64% | +$768K | 1.05% | 22 |
|
|
2024
Q3 | $1.19M | Buy |
4,528
+19
| +0.4% | +$5.01K | 0.71% | 35 |
|
|
2024
Q2 | $1.09M | Hold |
4,509
| – | – | 0.71% | 33 |
|
|
2024
Q1 | $1.13M | Sell |
4,509
-144
| -3% | -$36K | 0.81% | 31 |
|
|
2023
Q4 | $1.08M | Sell |
4,653
-84
| -2% | -$19.5K | 1.02% | 24 |
|
|
2023
Q3 | $987K | Sell |
4,737
-162
| -3% | -$33.7K | 1.02% | 27 |
|
|
2023
Q2 | $1.08M | Sell |
4,899
-85
| -2% | -$18.7K | 1.11% | 23 |
|
|
2023
Q1 | $1.05M | Sell |
4,984
-8,937
| -64% | -$1.89M | 1.17% | 19 |
|
|
2022
Q4 | $2.84M | Sell |
13,921
-496
| -3% | -$101K | 3.05% | 7 |
|
|
2022
Q3 | $2.71M | Buy |
14,417
+174
| +1% | +$32.7K | 3.47% | 8 |
|
|
2022
Q2 | $2.81M | Sell |
14,243
-570
| -4% | -$112K | 3.38% | 7 |
|
|
2022
Q1 | $3.52M | Sell |
14,813
-3,529
| -19% | -$839K | 3.52% | 7 |
|
|
2021
Q4 | $4.67M | Buy |
+18,342
| New | +$4.67M | 3.8% | 7 |
|