Colonial Trust 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 | $112K | Buy |
402
+395
| +5,643% | +$111K | 0.01% | 249 |
|
|
2025
Q1 | $1.81K | Hold |
7
| – | – | ﹤0.01% | 624 |
|
|
2024
Q4 | $1.85K | Sell |
7
-320
| -98% | -$84.5K | ﹤0.01% | 619 |
|
|
2024
Q3 | $86.3K | Hold |
327
| – | – | 0.01% | 278 |
|
|
2024
Q2 | $79.2K | Hold |
327
| – | – | 0.01% | 272 |
|
|
2024
Q1 | $81.7K | Buy |
327
+259
| +381% | +$64.7K | 0.01% | 267 |
|
|
2023
Q4 | $15.7K | Sell |
68
-259
| -79% | -$59.9K | ﹤0.01% | 447 |
|
|
2023
Q3 | $68.1K | Hold |
327
| – | – | 0.01% | 296 |
|
|
2023
Q2 | $72K | Hold |
327
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $69K | Sell |
327
-21,770
| -99% | -$4.59M | 0.01% | 296 |
|
|
2022
Q4 | $4.5M | Sell |
22,097
-1,054
| -5% | -$215K | 0.55% | 57 |
|
|
2022
Q3 | $4.35M | Buy |
23,151
+819
| +4% | +$154K | 0.59% | 56 |
|
|
2022
Q2 | $4.4M | Sell |
22,332
-939
| -4% | -$185K | 0.62% | 54 |
|
|
2022
Q1 | $5.54M | Buy |
+23,271
| New | +$5.54M | 0.66% | 48 |
|