49 Wealth Management’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
2024
Q4
Sell
-2,522
Closed -$665K 192
2024
Q3
$665K Buy
2,522
+163
+7% +$43K 0.11% 71
2024
Q2
$567K Sell
2,359
-55
-2% -$13.2K 0.11% 80
2024
Q1
$599K Hold
2,414
0.13% 50
2023
Q4
$562K Buy
+2,414
New +$562K 0.14% 49