Cobblestone 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 | $455K | Buy |
1,627
+287
| +21% | +$80.3K | 0.02% | 206 |
|
|
2025
Q1 | $347K | Sell |
1,340
-819
| -38% | -$212K | 0.02% | 230 |
|
|
2024
Q4 | $570K | Buy |
2,159
+1,229
| +132% | +$325K | 0.03% | 175 |
|
|
2024
Q3 | $245K | Hold |
930
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $225K | Hold |
930
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $232K | Hold |
930
| – | – | 0.01% | 253 |
|
|
2023
Q4 | $216K | Sell |
930
-87
| -9% | -$20.2K | 0.01% | 258 |
|
|
2023
Q3 | $212K | Buy |
1,017
+87
| +9% | +$18.1K | 0.02% | 247 |
|
|
2023
Q2 | $205K | Sell |
930
-25
| -3% | -$5.5K | 0.01% | 260 |
|
|
2023
Q1 | $201K | Sell |
955
-415
| -30% | -$87.5K | 0.02% | 260 |
|
|
2022
Q4 | $279K | Buy |
+1,370
| New | +$279K | 0.02% | 223 |
|
|
2022
Q2 | – | Sell |
-937
| Closed | -$223K | – | 265 |
|
|
2022
Q1 | $223K | Buy |
+937
| New | +$223K | 0.02% | 242 |
|