CGC Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

CGC Financial Services’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.5K	Hold	528	–	–	0.01%	140
2026 Q1	$37.9K	Hold	528	–	–	0.01%	141
2025 Q4	$38.3K	Hold	528	–	–	0.01%	149
2025 Q3	$38.8K	Buy	528 +428	+428%	+$30.7K	0.01%	139
2025 Q2	$7K	Hold	100	–	–	﹤0.01%	236
2025 Q1	$6.47K	Hold	100	–	–	﹤0.01%	223
2024 Q4	$6.6K	Hold	100	–	–	﹤0.01%	229
2024 Q3	$6.6K	Hold	100	–	–	﹤0.01%	223
2024 Q2	$6.05K	Hold	100	–	–	﹤0.01%	229
2024 Q1	$6.25K	Hold	100	–	–	﹤0.01%	239
2023 Q4	$5.82K	Hold	100	–	–	﹤0.01%	253
2023 Q3	$5.21K	Hold	100	–	–	﹤0.01%	210
2023 Q2	$5.5K	Buy	+100	New	+$5.24K	﹤0.01%	215

Other funds holding VO

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return