CFS Investment Advisory Services’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 | $1.54M | Buy |
5,519
+1,391
| +34% | +$389K | 0.13% | 138 |
|
|
2025
Q1 | $1.07M | Buy |
4,128
+1,035
| +33% | +$268K | 0.1% | 164 |
|
|
2024
Q4 | $817K | Buy |
3,093
+282
| +10% | +$74.5K | 0.07% | 171 |
|
|
2024
Q3 | $742K | Sell |
2,811
-2,855
| -50% | -$754K | 0.06% | 179 |
|
|
2024
Q2 | $1.38M | Buy |
+5,666
| New | +$1.38M | 0.11% | 115 |
|
|
2023
Q4 | – | Sell |
-1,337
| Closed | -$278K | – | 171 |
|
|
2023
Q3 | $278K | Sell |
1,337
-3
| -0.2% | -$624 | 0.04% | 150 |
|
|
2023
Q2 | $295K | Sell |
1,340
-2
| -0.1% | -$440 | 0.04% | 210 |
|
|
2023
Q1 | $283K | Buy |
+1,342
| New | +$283K | 0.05% | 123 |
|
|
2022
Q2 | – | Sell |
-56,606
| Closed | – | – | 518 |
|
|
2022
Q1 | $0 | Buy |
+56,606
| New | – | ﹤0.01% | 546 |
|