CFS
CRA Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
44,328
+1,835
| +4% | +$513K | 1.9% | 14 |
|
|
2025
Q1 | $11M | Buy |
42,493
+2,242
| +6% | +$580K | 1.88% | 13 |
|
|
2024
Q4 | $10.6M | Buy |
40,251
+2,151
| +6% | +$568K | 1.82% | 14 |
|
|
2024
Q3 | $10.1M | Buy |
38,100
+3,356
| +10% | +$885K | 1.84% | 14 |
|
|
2024
Q2 | $8.41M | Buy |
34,744
+2,164
| +7% | +$524K | 1.7% | 13 |
|
|
2024
Q1 | $8.14M | Buy |
32,580
+2,473
| +8% | +$618K | 1.77% | 13 |
|
|
2023
Q4 | $7M | Buy |
30,107
+1,342
| +5% | +$312K | 1.71% | 12 |
|
|
2023
Q3 | $5.99M | Buy |
28,765
+2,460
| +9% | +$512K | 1.65% | 12 |
|
|
2023
Q2 | $5.79M | Buy |
26,305
+2,381
| +10% | +$524K | 1.57% | 12 |
|
|
2023
Q1 | $5.05M | Buy |
23,924
+1,810
| +8% | +$382K | 1.5% | 13 |
|
|
2022
Q4 | $4.51M | Buy |
22,114
+6,127
| +38% | +$1.25M | 1.48% | 13 |
|
|
2022
Q3 | $3.01M | Buy |
15,987
+2,707
| +20% | +$509K | 1.08% | 17 |
|
|
2022
Q2 | $2.62M | Buy |
13,280
+2,497
| +23% | +$492K | 0.9% | 20 |
|
|
2022
Q1 | $2.57M | Buy |
10,783
+754
| +8% | +$179K | 0.77% | 22 |
|
|
2021
Q4 | $2.56M | Buy |
10,029
+247
| +3% | +$62.9K | 0.76% | 21 |
|
|
2021
Q3 | $2.32M | Buy |
9,782
+119
| +1% | +$28.2K | 0.78% | 23 |
|
|
2021
Q2 | $2.29M | Buy |
9,663
+54
| +0.6% | +$12.8K | 0.8% | 23 |
|
|
2021
Q1 | $2.13M | Buy |
9,609
+119
| +1% | +$26.3K | 0.82% | 24 |
|
|
2020
Q4 | $1.96M | Buy |
9,490
+103
| +1% | +$21.3K | 0.82% | 25 |
|
|
2020
Q3 | $1.66M | Buy |
9,387
+85
| +0.9% | +$15K | 0.79% | 28 |
|
|
2020
Q2 | $1.53M | Buy |
9,302
+35
| +0.4% | +$5.74K | 0.81% | 28 |
|
|
2020
Q1 | $1.22M | Sell |
9,267
-151
| -2% | -$19.9K | 0.78% | 31 |
|
|
2019
Q4 | $1.68M | Sell |
9,418
-52
| -0.5% | -$9.27K | 0.92% | 25 |
|
|
2019
Q3 | $1.59M | Sell |
9,470
-396
| -4% | -$66.4K | 0.96% | 26 |
|
|
2019
Q2 | $1.65M | Buy |
9,866
+3
| +0% | +$501 | 0.99% | 25 |
|
|
2019
Q1 | $1.59M | Sell |
9,863
-131
| -1% | -$21.1K | 1.03% | 25 |
|
|
2018
Q4 | $1.38M | Buy |
+9,994
| New | +$1.38M | 1% | 26 |
|