Custos Family Office’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 | $13.5M | Buy |
48,071
+1,383
| +3% | +$387K | 4.29% | 9 |
|
|
2025
Q1 | $12.1M | Sell |
46,688
-166
| -0.4% | -$42.9K | 4.28% | 9 |
|
|
2024
Q4 | $12.4M | Buy |
46,854
+3,097
| +7% | +$818K | 4.33% | 9 |
|
|
2024
Q3 | $11.5M | Buy |
43,757
+4,087
| +10% | +$1.08M | 4.18% | 9 |
|
|
2024
Q2 | $9.6M | Sell |
39,670
-446
| -1% | -$108K | 3.84% | 10 |
|
|
2024
Q1 | $10M | Buy |
40,116
+81
| +0.2% | +$20.2K | 5.17% | 9 |
|
|
2023
Q4 | $9.31M | Buy |
40,035
+4,493
| +13% | +$1.05M | 4.84% | 9 |
|
|
2023
Q3 | $7.4M | Sell |
35,542
-21
| -0.1% | -$4.37K | 4.99% | 9 |
|
|
2023
Q2 | $7.83M | Buy |
35,563
+570
| +2% | +$125K | 5.07% | 10 |
|
|
2023
Q1 | $7.38M | Buy |
34,993
+20,489
| +141% | +$4.32M | 5.2% | 10 |
|
|
2022
Q4 | $2.96M | Sell |
14,504
-14,752
| -50% | -$3.01M | 2.36% | 15 |
|
|
2022
Q3 | $5.5M | Buy |
29,256
+1,696
| +6% | +$319K | 5.36% | 9 |
|
|
2022
Q2 | $5.43M | Buy |
27,560
+1,743
| +7% | +$343K | 4.86% | 8 |
|
|
2022
Q1 | $6.14M | Buy |
25,817
+6,033
| +30% | +$1.43M | 4.99% | 8 |
|
|
2021
Q4 | $5.04M | Buy |
+19,784
| New | +$5.04M | 4.52% | 10 |
|