CVA 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 | $94.8K | Hold |
339
| – | – | 0.01% | 409 |
|
|
2025
Q1 | $87.6K | Buy |
339
+1
| +0.3% | +$258 | 0.01% | 419 |
|
|
2024
Q4 | $89.3K | Buy |
338
+202
| +149% | +$53.4K | 0.01% | 410 |
|
|
2024
Q3 | $35.8K | Buy |
136
+1
| +0.7% | +$263 | 0.01% | 564 |
|
|
2024
Q2 | $32.6K | Sell |
135
-5
| -4% | -$1.21K | 0.01% | 569 |
|
|
2024
Q1 | $34.9K | Buy |
140
+1
| +0.7% | +$249 | 0.01% | 548 |
|
|
2023
Q4 | $32.3K | Buy |
+139
| New | +$32.3K | 0.01% | 545 |
|
|
2023
Q3 | – | Sell |
-167
| Closed | -$36.8K | – | 924 |
|
|
2023
Q2 | $36.8K | Sell |
167
-62
| -27% | -$13.7K | 0.01% | 509 |
|
|
2023
Q1 | $48.3K | Buy |
229
+91
| +66% | +$19.2K | 0.01% | 451 |
|
|
2022
Q4 | $28.1K | Sell |
138
-500
| -78% | -$102K | 0.01% | 507 |
|
|
2022
Q3 | $120K | Sell |
638
-949
| -60% | -$178K | 0.03% | 216 |
|
|
2022
Q2 | $313K | Hold |
1,587
| – | – | 0.09% | 121 |
|
|
2022
Q1 | $378K | Buy |
1,587
+910
| +134% | +$217K | 0.09% | 118 |
|
|
2021
Q4 | $173K | Buy |
677
+478
| +240% | +$122K | 0.04% | 176 |
|
|
2021
Q3 | $35K | Sell |
199
-478
| -71% | -$84.1K | 0.03% | 216 |
|
|
2021
Q2 | $161K | Buy |
677
+588
| +661% | +$140K | 0.05% | 177 |
|
|
2021
Q1 | $20K | Sell |
89
-112
| -56% | -$25.2K | 0.01% | 420 |
|
|
2020
Q4 | $41K | Buy |
201
+2
| +1% | +$408 | 0.03% | 214 |
|
|
2020
Q3 | $35K | Hold |
199
| – | – | 0.03% | 216 |
|
|
2020
Q2 | $33K | Hold |
199
| – | – | 0.03% | 187 |
|
|
2020
Q1 | $26K | Buy |
+199
| New | +$26K | 0.03% | 183 |
|