Sanibel Captiva Trust Company’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 | $1.53M | Buy |
5,470
+280
| +5% | +$78.4K | 0.05% | 188 |
|
2025
Q1 | $1.34M | Sell |
5,190
-23
| -0.4% | -$5.95K | 0.04% | 199 |
|
2024
Q4 | $1.38M | Buy |
5,213
+2,503
| +92% | +$661K | 0.04% | 197 |
|
2024
Q3 | $715K | Hold |
2,710
| – | – | 0.02% | 246 |
|
2024
Q2 | $656K | Sell |
2,710
-61
| -2% | -$14.8K | 0.02% | 243 |
|
2024
Q1 | $692K | Buy |
2,771
+45
| +2% | +$11.2K | 0.02% | 231 |
|
2023
Q4 | $634K | Buy |
+2,726
| New | +$634K | 0.02% | 218 |
|