Certified Advisory Corp’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 | $2.51M | Buy |
8,986
+315
| +4% | +$88.1K | 0.26% | 96 |
|
|
2025
Q1 | $2.24M | Buy |
8,671
+163
| +2% | +$42.2K | 0.25% | 103 |
|
|
2024
Q4 | $2.25M | Buy |
8,508
+49
| +0.6% | +$12.9K | 0.24% | 101 |
|
|
2024
Q3 | $2.23M | Buy |
8,459
+290
| +4% | +$76.5K | 0.25% | 101 |
|
|
2024
Q2 | $1.98M | Buy |
8,169
+426
| +6% | +$103K | 0.25% | 104 |
|
|
2024
Q1 | $1.93M | Sell |
7,743
-372
| -5% | -$92.9K | 0.27% | 99 |
|
|
2023
Q4 | $1.89M | Sell |
8,115
-71
| -0.9% | -$16.5K | 0.29% | 98 |
|
|
2023
Q3 | $1.7M | Sell |
8,186
-1,891
| -19% | -$394K | 0.31% | 92 |
|
|
2023
Q2 | $2.22M | Sell |
10,077
-215
| -2% | -$47.3K | 0.41% | 75 |
|
|
2023
Q1 | $2.17M | Sell |
10,292
-638
| -6% | -$135K | 0.39% | 78 |
|
|
2022
Q4 | $2.23M | Buy |
10,930
+409
| +4% | +$83.4K | 0.44% | 68 |
|
|
2022
Q3 | $1.98M | Buy |
10,521
+1,006
| +11% | +$189K | 0.45% | 62 |
|
|
2022
Q2 | $1.87M | Buy |
9,515
+507
| +6% | +$99.9K | 0.42% | 68 |
|
|
2022
Q1 | $2.14M | Buy |
9,008
+851
| +10% | +$202K | 0.46% | 62 |
|
|
2021
Q4 | $2.08M | Buy |
8,157
+327
| +4% | +$83.3K | 0.46% | 59 |
|
|
2021
Q3 | $1.85M | Buy |
7,830
+21
| +0.3% | +$4.97K | 0.45% | 54 |
|
|
2021
Q2 | $1.85M | Buy |
7,809
+4
| +0.1% | +$950 | 0.47% | 54 |
|
|
2021
Q1 | $1.73M | Buy |
+7,805
| New | +$1.73M | 0.45% | 57 |
|
|
2020
Q2 | $909K | Buy |
5,545
+2,943
| +113% | +$482K | 0.3% | 84 |
|
|
2020
Q1 | $343K | Buy |
2,602
+1,426
| +121% | +$188K | 0.14% | 131 |
|
|
2019
Q4 | $210K | Buy |
1,176
+4
| +0.3% | +$714 | 0.07% | 182 |
|
|
2019
Q3 | $196K | Buy |
1,172
+4
| +0.3% | +$669 | 0.07% | 184 |
|
|
2019
Q2 | $195K | Buy |
1,168
+3
| +0.3% | +$501 | 0.07% | 177 |
|
|
2019
Q1 | $187K | Buy |
1,165
+165
| +17% | +$26.5K | 0.08% | 166 |
|
|
2018
Q4 | $138K | Buy |
1,000
+276
| +38% | +$38.1K | 0.07% | 173 |
|
|
2018
Q3 | $119K | Buy |
724
+151
| +26% | +$24.8K | 0.06% | 195 |
|
|
2018
Q2 | $90K | Buy |
573
+134
| +31% | +$21K | 0.05% | 205 |
|
|
2018
Q1 | $67K | Hold |
439
| – | – | 0.04% | 236 |
|
|
2017
Q4 | $67K | Buy |
+439
| New | +$67K | 0.05% | 200 |
|