Creative Financial Designs’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 | $3.42M | Buy |
12,219
+541
| +5% | +$151K | 0.25% | 92 |
|
|
2025
Q1 | $3.02M | Buy |
11,678
+330
| +3% | +$85.3K | 0.24% | 87 |
|
|
2024
Q4 | $3M | Buy |
11,348
+283
| +3% | +$74.8K | 0.24% | 90 |
|
|
2024
Q3 | $2.92M | Buy |
11,065
+613
| +6% | +$162K | 0.25% | 87 |
|
|
2024
Q2 | $2.53M | Buy |
10,452
+127
| +1% | +$30.7K | 0.23% | 89 |
|
|
2024
Q1 | $2.58M | Sell |
10,325
-1,642
| -14% | -$410K | 0.24% | 87 |
|
|
2023
Q4 | $2.78M | Sell |
11,967
-206
| -2% | -$47.9K | 0.28% | 76 |
|
|
2023
Q3 | $2.53M | Buy |
12,173
+547
| +5% | +$114K | 0.3% | 73 |
|
|
2023
Q2 | $2.56M | Sell |
11,626
-15,204
| -57% | -$3.35M | 0.3% | 71 |
|
|
2023
Q1 | $5.66M | Buy |
26,830
+869
| +3% | +$183K | 0.74% | 33 |
|
|
2022
Q4 | $5.29M | Buy |
25,961
+430
| +2% | +$87.6K | 0.78% | 32 |
|
|
2022
Q3 | $4.8M | Buy |
25,531
+1,976
| +8% | +$371K | 0.78% | 28 |
|
|
2022
Q2 | $4.64M | Buy |
23,555
+17,980
| +323% | +$3.54M | 0.76% | 32 |
|
|
2022
Q1 | $1.33M | Sell |
5,575
-197
| -3% | -$46.9K | 0.2% | 108 |
|
|
2021
Q4 | $1.47M | Buy |
5,772
+2,431
| +73% | +$620K | 0.22% | 94 |
|
|
2021
Q3 | $791K | Buy |
3,341
+1,678
| +101% | +$397K | 0.13% | 135 |
|
|
2021
Q2 | $395K | Sell |
1,663
-1,822
| -52% | -$433K | 0.07% | 205 |
|
|
2021
Q1 | $771K | Buy |
3,485
+361
| +12% | +$79.9K | 0.15% | 123 |
|
|
2020
Q4 | $646K | Buy |
3,124
+1,033
| +49% | +$214K | 0.14% | 128 |
|
|
2020
Q3 | $369K | Sell |
2,091
-82,295
| -98% | -$14.5M | 0.09% | 167 |
|
|
2020
Q2 | $13.8M | Buy |
84,386
+4,932
| +6% | +$808K | 4.19% | 2 |
|
|
2020
Q1 | $10.5M | Buy |
79,454
+67,755
| +579% | +$8.92M | 5.38% | 3 |
|
|
2019
Q4 | $2.09M | Buy |
11,699
+9,881
| +544% | +$1.77M | 0.94% | 32 |
|
|
2019
Q3 | $296K | Buy |
1,818
+140
| +8% | +$22.8K | 0.16% | 112 |
|
|
2019
Q2 | $283K | Buy |
1,678
+136
| +9% | +$22.9K | 0.15% | 110 |
|
|
2019
Q1 | $248K | Sell |
1,542
-94
| -6% | -$15.1K | 0.15% | 106 |
|
|
2018
Q4 | $226K | Sell |
1,636
-520
| -24% | -$71.8K | 0.16% | 102 |
|
|
2018
Q3 | $354K | Buy |
2,156
+80
| +4% | +$13.1K | 0.2% | 88 |
|
|
2018
Q2 | $327K | Buy |
2,076
+116
| +6% | +$18.3K | 0.19% | 100 |
|
|
2018
Q1 | $302K | Buy |
1,960
+552
| +39% | +$85.1K | 0.19% | 96 |
|
|
2017
Q4 | $218K | Buy |
1,408
+140
| +11% | +$21.7K | 0.15% | 106 |
|
|
2017
Q3 | $183K | Buy |
1,268
+98
| +8% | +$14.1K | 0.11% | 141 |
|
|
2017
Q2 | $167K | Buy |
1,170
+8
| +0.7% | +$1.14K | 0.11% | 146 |
|
|
2017
Q1 | $158K | Buy |
1,162
+119
| +11% | +$16.2K | 0.11% | 145 |
|
|
2016
Q4 | $137K | Buy |
+1,043
| New | +$137K | 0.11% | 148 |
|