CWS Financial Advisors’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 | $2.92M | Sell |
10,453
-411
| -4% | -$115K | 0.85% | 19 |
|
|
2025
Q1 | $2.81M | Buy |
10,864
+502
| +5% | +$130K | 0.89% | 18 |
|
|
2024
Q4 | $2.74M | Buy |
10,362
+9,008
| +665% | +$2.38M | 0.89% | 17 |
|
|
2024
Q3 | $357K | Hold |
1,354
| – | – | 0.13% | 86 |
|
|
2024
Q2 | $328K | Hold |
1,354
| – | – | 0.13% | 86 |
|
|
2024
Q1 | $338K | Hold |
1,354
| – | – | 0.14% | 81 |
|
|
2023
Q4 | $315K | Hold |
1,354
| – | – | 0.12% | 117 |
|
|
2023
Q3 | $282K | Hold |
1,354
| – | – | 0.11% | 117 |
|
|
2023
Q2 | $298K | Sell |
1,354
-436
| -24% | -$96K | 0.11% | 114 |
|
|
2023
Q1 | $377K | Buy |
1,790
+273
| +18% | +$57.6K | 0.15% | 103 |
|
|
2022
Q4 | $336K | Sell |
1,517
-368
| -20% | -$81.5K | 0.14% | 98 |
|
|
2022
Q3 | $354K | Hold |
1,885
| – | – | 0.17% | 96 |
|
|
2022
Q2 | $371K | Buy |
1,885
+33
| +2% | +$6.5K | 0.17% | 98 |
|
|
2022
Q1 | $440K | Buy |
1,852
+335
| +22% | +$79.6K | 0.17% | 91 |
|
|
2021
Q4 | $386K | Buy |
+1,517
| New | +$386K | 0.14% | 103 |
|
|
2021
Q2 | $360K | Hold |
1,517
| – | – | 0.14% | 103 |
|
|
2021
Q1 | $336K | Hold |
1,517
| – | – | 0.14% | 98 |
|
|
2020
Q4 | $314K | Hold |
1,517
| – | – | 0.18% | 97 |
|
|
2020
Q3 | $267K | Hold |
1,517
| – | – | 0.18% | 99 |
|
|
2020
Q2 | $249K | Buy |
1,517
+11
| +0.7% | +$1.81K | 0.18% | 107 |
|
|
2020
Q1 | $268K | Hold |
1,506
| – | – | 0.2% | 95 |
|
|
2019
Q4 | $268K | Buy |
+1,506
| New | +$268K | 0.2% | 96 |
|