CPA Asset Management’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 | $8.43M | Buy |
30,121
+1,052
| +4% | +$294K | 3.54% | 9 |
|
|
2025
Q1 | $7.52M | Sell |
29,069
-249
| -0.8% | -$64.4K | 3.31% | 10 |
|
|
2024
Q4 | $7.74M | Buy |
29,318
+3,946
| +16% | +$1.04M | 3.6% | 8 |
|
|
2024
Q3 | $6.69M | Buy |
25,372
+5,484
| +28% | +$1.45M | 3.23% | 8 |
|
|
2024
Q2 | $4.81M | Buy |
19,888
+230
| +1% | +$55.7K | 2.58% | 10 |
|
|
2024
Q1 | $4.91M | Buy |
19,658
+799
| +4% | +$200K | 2.75% | 8 |
|
|
2023
Q4 | $4.39M | Buy |
18,859
+545
| +3% | +$127K | 2.67% | 8 |
|
|
2023
Q3 | $3.81M | Buy |
18,314
+3,635
| +25% | +$757K | 2.67% | 8 |
|
|
2023
Q2 | $3.23M | Buy |
14,679
+477
| +3% | +$105K | 2.32% | 10 |
|
|
2023
Q1 | $3M | Buy |
14,202
+273
| +2% | +$57.6K | 2.24% | 11 |
|
|
2022
Q4 | $2.84M | Buy |
+13,929
| New | +$2.84M | 2.17% | 11 |
|