CWS Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
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|
2025
Q1 | $2.81M | Buy |
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|
2024
Q4 | $2.74M | Buy |
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|
2024
Q3 | $357K | Hold |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $386K | Buy |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $336K | Hold |
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|
2020
Q4 | $314K | Hold |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $268K | Hold |
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|
2019
Q4 | $268K | Buy |
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