Certuity’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 | $718K | Buy |
2,565
+3
| +0.1% | +$839 | 0.07% | 160 |
|
|
2025
Q1 | $663K | Hold |
2,562
| – | – | 0.07% | 159 |
|
|
2024
Q4 | $677K | Sell |
2,562
-53
| -2% | -$14K | 0.07% | 146 |
|
|
2024
Q3 | $690K | Sell |
2,615
-3,097
| -54% | -$817K | 0.07% | 156 |
|
|
2024
Q2 | $1.38M | Sell |
5,712
-1,789
| -24% | -$433K | 0.11% | 102 |
|
|
2024
Q1 | $1.87M | Buy |
7,501
+1,750
| +30% | +$437K | 0.16% | 71 |
|
|
2023
Q4 | $1.34M | Buy |
5,751
+1,715
| +42% | +$399K | 0.14% | 88 |
|
|
2023
Q3 | $840K | Buy |
4,036
+333
| +9% | +$69.3K | 0.1% | 89 |
|
|
2023
Q2 | $815K | Buy |
3,703
+200
| +6% | +$44K | 0.09% | 97 |
|
|
2023
Q1 | $739K | Buy |
3,503
+644
| +23% | +$136K | 0.11% | 86 |
|
|
2022
Q4 | $583K | Hold |
2,859
| – | – | 0.09% | 95 |
|
|
2022
Q3 | $537K | Buy |
2,859
+1,238
| +76% | +$233K | 0.12% | 82 |
|
|
2022
Q2 | $319K | Buy |
1,621
+371
| +30% | +$73K | 0.08% | 139 |
|
|
2022
Q1 | $297K | Hold |
1,250
| – | – | 0.06% | 210 |
|
|
2021
Q4 | $318K | Hold |
1,250
| – | – | 0.07% | 197 |
|
|
2021
Q3 | $296K | Hold |
1,250
| – | – | 0.06% | 277 |
|
|
2021
Q2 | $297K | Sell |
1,250
-327
| -21% | -$77.7K | 0.07% | 234 |
|
|
2021
Q1 | $349K | Buy |
1,577
+327
| +26% | +$72.4K | 0.09% | 170 |
|
|
2020
Q4 | $258K | Sell |
1,250
-103
| -8% | -$21.3K | 0.08% | 170 |
|
|
2020
Q3 | $238K | Hold |
1,353
| – | – | 0.09% | 149 |
|
|
2020
Q2 | $222K | Sell |
1,353
-164
| -11% | -$26.9K | 0.1% | 143 |
|
|
2020
Q1 | $200K | Buy |
+1,517
| New | +$200K | 0.11% | 134 |
|