Cassaday & Co Wealth Management’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 | $945K | Buy |
3,376
+39
| +1% | +$10.9K | 0.02% | 134 |
|
|
2025
Q1 | $863K | Buy |
3,337
+45
| +1% | +$11.6K | 0.02% | 134 |
|
|
2024
Q4 | $869K | Buy |
3,292
+207
| +7% | +$54.7K | 0.02% | 129 |
|
|
2024
Q3 | $814K | Sell |
3,085
-118
| -4% | -$31.1K | 0.02% | 135 |
|
|
2024
Q2 | $775K | Buy |
3,203
+20
| +0.6% | +$4.84K | 0.02% | 129 |
|
|
2024
Q1 | $795K | Buy |
3,183
+18
| +0.6% | +$4.5K | 0.03% | 129 |
|
|
2023
Q4 | $736K | Hold |
3,165
| – | – | 0.03% | 122 |
|
|
2023
Q3 | $659K | Hold |
3,165
| – | – | 0.03% | 123 |
|
|
2023
Q2 | $697K | Sell |
3,165
-470
| -13% | -$103K | 0.03% | 120 |
|
|
2023
Q1 | $767K | Sell |
3,635
-756
| -17% | -$159K | 0.03% | 119 |
|
|
2022
Q4 | $895K | Buy |
+4,391
| New | +$895K | 0.04% | 99 |
|