CRA Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.27M | Sell |
129,088
-6,972
| -5% | -$518K | 1.2% | 19 |
|
|
2025
Q4 | $9.87M | Sell |
136,060
-49,128
| -27% | -$3.57M | 1.29% | 19 |
|
|
2025
Q3 | $13.6M | Buy |
185,188
+7,876
| +4% | +$566K | 1.86% | 14 |
|
|
2025
Q2 | $12.4M | Buy |
177,312
+7,340
| +4% | +$482K | 1.9% | 14 |
|
|
2025
Q1 | $11M | Buy |
169,972
+8,968
| +6% | +$602K | 1.88% | 13 |
|
|
2024
Q4 | $10.6M | Buy |
161,004
+8,604
| +6% | +$584K | 1.82% | 14 |
|
|
2024
Q3 | $10.1M | Buy |
152,400
+13,424
| +10% | +$843K | 1.84% | 14 |
|
|
2024
Q2 | $8.41M | Buy |
138,976
+8,656
| +7% | +$526K | 1.7% | 13 |
|
|
2024
Q1 | $8.14M | Buy |
130,320
+9,892
| +8% | +$585K | 1.77% | 13 |
|
|
2023
Q4 | $7M | Buy |
120,428
+5,368
| +5% | +$287K | 1.71% | 12 |
|
|
2023
Q3 | $5.99M | Buy |
115,060
+9,840
| +9% | +$540K | 1.65% | 12 |
|
|
2023
Q2 | $5.79M | Buy |
105,220
+9,524
| +10% | +$499K | 1.57% | 12 |
|
|
2023
Q1 | $5.05M | Buy |
95,696
+7,240
| +8% | +$385K | 1.5% | 13 |
|
|
2022
Q4 | $4.51M | Buy |
88,456
+24,508
| +38% | +$1.25M | 1.48% | 13 |
|
|
2022
Q3 | $3M | Buy |
63,948
+10,828
| +20% | +$566K | 1.08% | 17 |
|
|
2022
Q2 | $2.62M | Buy |
53,120
+9,988
| +23% | +$540K | 0.9% | 20 |
|
|
2022
Q1 | $2.56M | Buy |
43,132
+3,016
| +8% | +$177K | 0.77% | 22 |
|
|
2021
Q4 | $2.56M | Buy |
40,116
+988
| +3% | +$61.9K | 0.76% | 21 |
|
|
2021
Q3 | $2.32M | Buy |
39,128
+476
| +1% | +$28.8K | 0.78% | 23 |
|
|
2021
Q2 | $2.29M | Buy |
38,652
+216
| +0.6% | +$12.5K | 0.8% | 23 |
|
|
2021
Q1 | $2.13M | Buy |
38,436
+476
| +1% | +$25.8K | 0.82% | 24 |
|
|
2020
Q4 | $1.96M | Buy |
37,960
+412
| +1% | +$19.9K | 0.82% | 25 |
|
|
2020
Q3 | $1.66M | Buy |
37,548
+340
| +0.9% | +$14.8K | 0.79% | 28 |
|
|
2020
Q2 | $1.52M | Buy |
37,208
+140
| +0.4% | +$5.36K | 0.81% | 28 |
|
|
2020
Q1 | $1.22M | Sell |
37,068
-604
| -2% | -$25K | 0.78% | 31 |
|
|
2019
Q4 | $1.68M | Sell |
37,672
-208
| -0.5% | -$8.93K | 0.92% | 25 |
|
|
2019
Q3 | $1.59M | Sell |
37,880
-1,584
| -4% | -$66.2K | 0.96% | 26 |
|
|
2019
Q2 | $1.65M | Buy |
39,464
+12
| +0% | +$491 | 0.99% | 25 |
|
|
2019
Q1 | $1.58M | Sell |
39,452
-524
| -1% | -$20.2K | 1.03% | 25 |
|
|
2018
Q4 | $1.38M | Buy |
+39,976
| New | +$1.5M | 1% | 26 |
|