CM Wealth 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 | $2.56M | Hold |
9,100
| – | – | 0.75% | 15 |
|
|
2025
Q1 | $2.35M | Hold |
9,100
| – | – | 0.75% | 16 |
|
|
2024
Q4 | $2.4M | Buy |
9,100
+24
| +0.3% | +$6.34K | 0.79% | 17 |
|
|
2024
Q3 | $2.39M | Hold |
9,076
| – | – | 0.78% | 15 |
|
|
2024
Q2 | $2.21M | Sell |
9,076
-76
| -0.8% | -$18.5K | 1.05% | 11 |
|
|
2024
Q1 | $2.23M | Sell |
9,152
-771
| -8% | -$188K | 0.64% | 22 |
|
|
2023
Q4 | $2.31M | Hold |
9,923
| – | – | 0.99% | 14 |
|
|
2023
Q3 | $2.11M | Buy |
+9,923
| New | +$2.11M | 0.81% | 16 |
|
|
2023
Q2 | – | Sell |
-9,998
| Closed | -$2.05M | – | 422 |
|
|
2023
Q1 | $2.05M | Buy |
9,998
+75
| +0.8% | +$15.3K | 0.4% | 50 |
|
|
2022
Q4 | $2.02M | Hold |
9,923
| – | – | 1.03% | 13 |
|
|
2022
Q3 | $1.87B | Hold |
9,923
| – | – | 1.03% | 13 |
|
|
2022
Q2 | $1.95M | Buy |
+9,923
| New | +$1.95M | 1.2% | 14 |
|