Clearwater Capital Advisors’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 | $312K | Buy |
1,116
+110
| +11% | +$30.8K | 0.03% | 134 |
|
|
2025
Q1 | $260K | Sell |
1,006
-18
| -2% | -$4.66K | 0.03% | 149 |
|
|
2024
Q4 | $270K | Sell |
1,024
-14
| -1% | -$3.7K | 0.03% | 147 |
|
|
2024
Q3 | $274K | Hold |
1,038
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $251K | Buy |
1,038
+101
| +11% | +$24.5K | 0.03% | 140 |
|
|
2024
Q1 | $234K | Sell |
937
-101
| -10% | -$25.2K | 0.03% | 146 |
|
|
2023
Q4 | $241K | Hold |
1,038
| – | – | 0.03% | 140 |
|
|
2023
Q3 | $216K | Sell |
1,038
-363
| -26% | -$75.6K | 0.03% | 131 |
|
|
2023
Q2 | $308K | Buy |
1,401
+298
| +27% | +$65.6K | 0.04% | 114 |
|
|
2023
Q1 | $233K | Sell |
1,103
-11
| -1% | -$2.32K | 0.03% | 134 |
|
|
2022
Q4 | $227K | Sell |
1,114
-6
| -0.5% | -$1.22K | 0.03% | 142 |
|
|
2022
Q3 | $211K | Buy |
1,120
+23
| +2% | +$4.33K | 0.03% | 145 |
|
|
2022
Q2 | $216K | Hold |
1,097
| – | – | 0.03% | 139 |
|
|
2022
Q1 | $261K | Sell |
1,097
-1
| -0.1% | -$238 | 0.03% | 143 |
|
|
2021
Q4 | $280K | Hold |
1,098
| – | – | 0.03% | 140 |
|
|
2021
Q3 | $260K | Sell |
1,098
-35
| -3% | -$8.29K | 0.03% | 146 |
|
|
2021
Q2 | $269K | Sell |
1,133
-2
| -0.2% | -$475 | 0.03% | 146 |
|
|
2021
Q1 | $251K | Sell |
1,135
-123
| -10% | -$27.2K | 0.03% | 144 |
|
|
2020
Q4 | $260K | Hold |
1,258
| – | – | 0.03% | 131 |
|
|
2020
Q3 | $222K | Hold |
1,258
| – | – | 0.03% | 128 |
|
|
2020
Q2 | $206K | Sell |
1,258
-1,224
| -49% | -$200K | 0.03% | 132 |
|
|
2020
Q1 | $327K | Sell |
2,482
-443
| -15% | -$58.4K | 0.07% | 114 |
|
|
2019
Q4 | $521K | Buy |
2,925
+39
| +1% | +$6.95K | 0.09% | 123 |
|
|
2019
Q3 | $484K | Hold |
2,886
| – | – | 0.09% | 136 |
|
|
2019
Q2 | $482K | Sell |
2,886
-783
| -21% | -$131K | 0.09% | 142 |
|
|
2019
Q1 | $590K | Sell |
3,669
-655
| -15% | -$105K | 0.11% | 136 |
|
|
2018
Q4 | $597K | Buy |
4,324
+262
| +6% | +$36.2K | 0.13% | 132 |
|
|
2018
Q3 | $667K | Buy |
4,062
+147
| +4% | +$24.1K | 0.13% | 124 |
|
|
2018
Q2 | $617K | Sell |
3,915
-5
| -0.1% | -$788 | 0.13% | 121 |
|
|
2018
Q1 | $605K | Buy |
3,920
+236
| +6% | +$36.4K | 0.12% | 118 |
|
|
2017
Q4 | $570K | Hold |
3,684
| – | – | 0.13% | 117 |
|
|
2017
Q3 | $546K | Sell |
3,684
-22
| -0.6% | -$3.26K | 0.13% | 116 |
|
|
2017
Q2 | $529K | Buy |
3,706
+225
| +6% | +$32.1K | 0.13% | 110 |
|
|
2017
Q1 | $480K | Buy |
3,481
+766
| +28% | +$106K | 0.13% | 110 |
|
|
2016
Q4 | $360K | Sell |
2,715
-54
| -2% | -$7.16K | 0.12% | 115 |
|
|
2016
Q3 | $354K | Buy |
2,769
+323
| +13% | +$41.3K | 0.12% | 109 |
|
|
2016
Q2 | $301K | Buy |
+2,446
| New | +$301K | 0.11% | 110 |
|