Columbia Advisory Partners’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 | – | Sell |
-793
| Closed | -$205K | – | 82 |
|
|
2025
Q1 | $205K | Sell |
793
-1,118
| -59% | -$289K | 0.18% | 67 |
|
|
2024
Q4 | $505K | Buy |
+1,911
| New | +$505K | 0.47% | 33 |
|
|
2024
Q3 | – | Sell |
-1,470
| Closed | -$356K | – | 64 |
|
|
2024
Q2 | $356K | Sell |
1,470
-1,318
| -47% | -$319K | 0.35% | 35 |
|
|
2024
Q1 | $697K | Buy |
2,788
+1,658
| +147% | +$414K | 0.71% | 22 |
|
|
2023
Q4 | $263K | Buy |
1,130
+167
| +17% | +$38.9K | 0.27% | 51 |
|
|
2023
Q3 | $201K | Sell |
963
-37
| -4% | -$7.71K | 0.22% | 63 |
|
|
2023
Q2 | $220K | Buy |
1,000
+7
| +0.7% | +$1.54K | 0.24% | 51 |
|
|
2023
Q1 | $209K | Sell |
993
-274
| -22% | -$57.8K | 0.2% | 54 |
|
|
2022
Q4 | $258K | Buy |
+1,267
| New | +$258K | 0.25% | 50 |
|
|
2022
Q1 | – | Sell |
-1,247
| Closed | -$318K | – | 70 |
|
|
2021
Q4 | $318K | Buy |
+1,247
| New | +$318K | 0.32% | 26 |
|