CWA Asset Management Group’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 | $2.77M | Buy |
9,890
+280
| +3% | +$78.4K | 0.12% | 166 |
|
|
2025
Q1 | $2.49M | Buy |
9,610
+7,254
| +308% | +$1.88M | 0.12% | 163 |
|
|
2024
Q4 | $622K | Buy |
2,356
+1
| +0% | +$264 | 0.03% | 348 |
|
|
2024
Q3 | $621K | Buy |
+2,355
| New | +$621K | 0.03% | 326 |
|
|
2024
Q1 | $611K | Sell |
2,445
-332
| -12% | -$82.9K | 0.04% | 295 |
|
|
2023
Q4 | $646K | Sell |
2,777
-733
| -21% | -$171K | 0.04% | 219 |
|
|
2023
Q3 | $731K | Buy |
3,510
+1,263
| +56% | +$263K | 0.05% | 168 |
|
|
2023
Q2 | $495K | Buy |
2,247
+1,223
| +119% | +$269K | 0.03% | 221 |
|
|
2023
Q1 | $216K | Buy |
+1,024
| New | +$216K | 0.02% | 293 |
|
|
2019
Q3 | – | Sell |
-4,386
| Closed | -$733K | – | 246 |
|
|
2019
Q2 | $733K | Buy |
+4,386
| New | +$733K | 0.13% | 112 |
|
|
2019
Q1 | – | Sell |
-3,110
| Closed | -$430K | – | 235 |
|
|
2018
Q4 | $430K | Buy |
3,110
+191
| +7% | +$26.4K | 0.1% | 122 |
|
|
2018
Q3 | $479K | Sell |
2,919
-216
| -7% | -$35.4K | 0.11% | 119 |
|
|
2018
Q2 | $494K | Buy |
3,135
+137
| +5% | +$21.6K | 0.12% | 118 |
|
|
2018
Q1 | $462K | Buy |
2,998
+1,497
| +100% | +$231K | 0.11% | 115 |
|
|
2017
Q4 | $232K | Hold |
1,501
| – | – | 0.06% | 149 |
|
|
2017
Q3 | $221K | Hold |
1,501
| – | – | 0.06% | 150 |
|
|
2017
Q2 | $214K | Hold |
1,501
| – | – | 0.07% | 151 |
|
|
2017
Q1 | $209K | Buy |
+1,501
| New | +$209K | 0.07% | 149 |
|