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CGN Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

CGN Advisors’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 		$619K Buy
7,685
+105
+1% +$8.14K 0.05% 211
2026
Q1 		$544K Sell
7,580
-544
-7% -$40.4K 0.04% 220
2025
Q4 		$589K Sell
8,124
-72
-0.9% -$5.24K 0.05% 214
2025
Q3 		$602K Sell
8,196
-528
-6% -$37.9K 0.05% 205
2025
Q2 		$610K Sell
8,724
-440
-5% -$28.9K 0.05% 205
2025
Q1 		$593K Buy
9,164
+3,780
+70% +$254K 0.06% 205
2024
Q4 		$356K Sell
5,384
-1,408
-21% -$95.6K 0.03% 236
2024
Q3 		$448K Buy
6,792
+1,484
+28% +$93.2K 0.05% 211
2024
Q2 		$321K Sell
5,308
-176
-3% -$10.7K 0.04% 223
2024
Q1 		$343K Sell
5,484
-196
-3% -$11.6K 0.04% 207
2023
Q4 		$330K Buy
5,680
+68
+1% +$3.63K 0.05% 209
2023
Q3 		$292K Buy
+5,612
New +$308K 0.04% 214
2022
Q2 		– Sell
-4,884
Closed -$290K – 238
2022
Q1 		$290K Sell
4,884
-7,508
-61% -$440K 0.07% 186
2021
Q4 		$789K Sell
12,392
-2,464
-17% -$154K 0.21% 109
2021
Q3 		$879K Buy
14,856
+88
+0.6% +$5.32K 0.29% 80
2021
Q2 		$876K Buy
14,768
+2,788
+23% +$162K 0.28% 80
2021
Q1 		$663K Buy
11,980
+4,400
+58% +$239K 0.24% 92
2020
Q4 		$392K Buy
+7,580
New +$367K 0.16% 129

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return