CAPTRUST Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.2M | Sell |
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|
2025
Q1 | $90.9M | Sell |
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|
2024
Q4 | $93.9M | Sell |
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|
2024
Q3 | $99.1M | Buy |
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|
2024
Q2 | $96M | Sell |
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|
2024
Q1 | $109M | Sell |
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|
2023
Q4 | $108M | Sell |
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|
2023
Q3 | $106M | Buy |
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|
2023
Q2 | $106M | Sell |
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|
2023
Q1 | $104M | Buy |
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|
2022
Q4 | $66.7M | Sell |
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|
2022
Q3 | $63.1M | Buy |
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|
2022
Q2 | $64.8M | Buy |
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|
2022
Q1 | $72.3M | Sell |
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|
2021
Q4 | $99M | Sell |
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|
2021
Q3 | $109M | Buy |
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|
2021
Q2 | $34.4M | Buy |
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|
2021
Q1 | $30M | Buy |
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|
2020
Q4 | $27.9M | Buy |
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|
2020
Q3 | $16.9M | Sell |
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|
2020
Q2 | $25.2M | Buy |
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|
2020
Q1 | $18.7M | Sell |
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|
2019
Q4 | $28.6M | Sell |
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|
2019
Q3 | $27.5M | Buy |
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|
2019
Q2 | $26.1M | Sell |
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|
2019
Q1 | $26.7M | Sell |
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|
2018
Q4 | $28.6M | Sell |
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|
2018
Q3 | $36.3M | Buy |
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|
2018
Q2 | $5.57M | Sell |
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|
2018
Q1 | $5.6M | Buy |
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|
2017
Q4 | $3.81M | Sell |
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|
2017
Q3 | $3.82M | Buy |
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|
2017
Q2 | $1.65M | Sell |
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|
2017
Q1 | $3.02M | Buy |
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|
2016
Q4 | $2.24M | Buy |
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|
2016
Q3 | $239K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $553K | Sell |
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|
2015
Q4 | $6.06M | Sell |
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|
2015
Q3 | $13.2M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $22K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $19K | Buy |
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