U.S. Capital Wealth 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 | $1.99M | Sell |
7,112
-1,235
| -15% | -$346K | 0.06% | 297 |
|
|
2025
Q1 | $2.16M | Buy |
8,347
+1,441
| +21% | +$373K | 0.07% | 270 |
|
|
2024
Q4 | $1.82M | Buy |
6,906
+1,825
| +36% | +$482K | 0.06% | 317 |
|
|
2024
Q3 | $1.34M | Buy |
5,081
+1,152
| +29% | +$304K | 0.05% | 322 |
|
|
2024
Q2 | $951K | Buy |
3,929
+455
| +13% | +$110K | 0.04% | 351 |
|
|
2024
Q1 | $868K | Buy |
3,474
+28
| +0.8% | +$7K | 0.03% | 367 |
|
|
2023
Q4 | $802K | Sell |
3,446
-84
| -2% | -$19.5K | 0.03% | 369 |
|
|
2023
Q3 | $735K | Buy |
3,530
+1,962
| +125% | +$409K | 0.03% | 356 |
|
|
2023
Q2 | $345K | Buy |
1,568
+88
| +6% | +$19.4K | 0.02% | 506 |
|
|
2023
Q1 | $312K | Sell |
1,480
-5
| -0.3% | -$1.06K | 0.01% | 528 |
|
|
2022
Q4 | $303K | Buy |
1,485
+126
| +9% | +$25.7K | 0.01% | 532 |
|
|
2022
Q3 | $255K | Hold |
1,359
| – | – | 0.01% | 546 |
|
|
2022
Q2 | $268K | Buy |
1,359
+186
| +16% | +$36.7K | 0.01% | 569 |
|
|
2022
Q1 | $279K | Buy |
1,173
+145
| +14% | +$34.5K | 0.01% | 615 |
|
|
2021
Q4 | $262K | Hold |
1,028
| – | – | 0.01% | 624 |
|
|
2021
Q3 | $243K | Buy |
+1,028
| New | +$243K | 0.01% | 646 |
|