Cladis Investment Advisory’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 | $445K | Buy |
1,590
+370
| +30% | +$104K | 0.28% | 98 |
|
|
2025
Q1 | $316K | Hold |
1,220
| – | – | 0.23% | 102 |
|
|
2024
Q4 | $322K | Buy |
1,220
+70
| +6% | +$18.5K | 0.23% | 95 |
|
|
2024
Q3 | $303K | Sell |
1,150
-8
| -0.7% | -$2.11K | 0.21% | 101 |
|
|
2024
Q2 | $280K | Hold |
1,158
| – | – | 0.2% | 106 |
|
|
2024
Q1 | $289K | Buy |
1,158
+15
| +1% | +$3.75K | 0.21% | 110 |
|
|
2023
Q4 | $266K | Hold |
1,143
| – | – | 0.21% | 108 |
|
|
2023
Q3 | $238K | Buy |
+1,143
| New | +$238K | 0.21% | 107 |
|