Wealth Enhancement Advisory Services
CABO icon

Wealth Enhancement Advisory Services’s Cable One CABO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CABO Stock Details CABO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$296K Sell
3,061
-775
-20% -$75.8K ﹤0.01% 2792
2025
Q4 		$399K Buy
3,836
+74
+2% +$10.1K ﹤0.01% 2659
2025
Q3 		$665K Buy
3,762
+2,179
+138% +$327K ﹤0.01% 2133
2025
Q2 		$217K Buy
+1,583
New +$297K ﹤0.01% 2913
2024
Q3 		– Sell
-568
Closed -$201K – 2817
2024
Q2 		$201K Buy
568
+94
+20% +$36K ﹤0.01% 2299
2024
Q1 		$201K Sell
474
-202
-30% -$99.5K ﹤0.01% 2200
2023
Q4 		$376K Buy
676
+61
+10% +$34.8K ﹤0.01% 1676
2023
Q3 		$379K Buy
+615
New +$405K ﹤0.01% 1600
2021
Q4 		– Sell
-606
Closed -$1.09M – 303
2021
Q3 		$1.09M Sell
606
-866
-59% -$1.7M 0.02% 206
2021
Q2 		$2.75M Buy
1,472
+510
+53% +$917K 0.04% 132
2021
Q1 		$1.75M Buy
962
+30
+3% +$58.6K 0.03% 145
2020
Q4 		$1.85M Buy
+932
New +$1.84M 0.04% 126
2019
Q4 		– Sell
-675
Closed -$868K – 210
2019
Q3 		$868K Buy
+675
New +$838K 0.04% 173

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PMG
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RCWMU
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DC
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return