Conservest Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Conservest Capital Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4M	Sell	14,277 -52	-0.4%	-$14.6K	0.39%	25
2025 Q1	$3.71M	Sell	14,329 -110	-0.8%	-$28.4K	0.39%	27
2024 Q4	$3.81M	Sell	14,439 -513	-3%	-$135K	0.39%	27
2024 Q3	$3.74M	Hold	14,952	–	–	0.38%	28
2024 Q2	$3.74M	Hold	14,952	–	–	0.4%	27
2024 Q1	$3.74M	Sell	14,952 -1,445	-9%	-$361K	0.38%	28
2023 Q4	$3.81M	Buy	16,397 +152	+0.9%	+$35.4K	0.41%	27
2023 Q3	$3.38M	Buy	16,245 +5	+0%	+$1.04K	0.41%	25
2023 Q2	$3.58M	Buy	16,240 +944	+6%	+$208K	0.41%	25
2023 Q1	$3.23M	Buy	15,296 +1,063	+7%	+$224K	0.38%	28
2022 Q4	$2.9M	Buy	+14,233	New	+$2.9M	0.37%	28
2022 Q3	–	Sell	-12,498	Closed	-$2.46M	–	27
2022 Q2	$2.46M	Buy	12,498 +8,026	+179%	+$1.58M	0.31%	29
2022 Q1	$1.06M	Buy	4,472 +463	+12%	+$110K	0.12%	41
2021 Q4	$1.02M	Sell	4,009 -228	-5%	-$58.1K	0.11%	45
2021 Q3	$1M	Buy	4,237 +238	+6%	+$56.3K	0.11%	42
2021 Q2	$949K	Sell	3,999 -26	-0.6%	-$6.17K	0.11%	43
2021 Q1	$891K	Sell	4,025 -30	-0.7%	-$6.64K	0.1%	43
2020 Q4	$838K	Sell	4,055 -16	-0.4%	-$3.31K	0.1%	47
2020 Q3	$718K	Buy	4,071 +227	+6%	+$40K	0.1%	45
2020 Q2	$630K	Sell	3,844 -120	-3%	-$19.7K	0.09%	46
2020 Q1	$522K	Buy	3,964 +1,280	+48%	+$169K	0.09%	44
2019 Q4	$478K	Buy	2,684 +21	+0.8%	+$3.74K	0.06%	56
2019 Q3	$446K	Buy	2,663 +1	+0%	+$167	0.06%	57
2019 Q2	$445K	Buy	2,662 +1	+0%	+$167	0.07%	59
2019 Q1	$428K	Sell	2,661 -2,708	-50%	-$436K	0.06%	58
2018 Q4	$742K	Buy	5,369 +3,922	+271%	+$542K	0.12%	50
2018 Q3	$238K	Hold	1,447	–	–	0.03%	74
2018 Q2	$228K	Hold	1,447	–	–	0.04%	74
2018 Q1	$223K	Sell	1,447 -245	-14%	-$37.8K	0.05%	68
2017 Q4	$262K	Hold	1,692	–	–	0.05%	69
2017 Q3	$249K	Hold	1,692	–	–	0.04%	88
2017 Q2	$241K	Hold	1,692	–	–	0.05%	70
2017 Q1	$236K	Buy	+1,692	New	+$236K	0.05%	73