9258 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
Q3 | $2.47M | Sell |
9,351
-179
| -2% | -$47.2K | 0.36% | 52 |
|
|
2024
Q2 | $2.31M | Sell |
9,530
-1,399
| -13% | -$339K | 0.36% | 55 |
|
|
2024
Q1 | $2.73M | Buy |
10,929
+146
| +1% | +$36.5K | 0.43% | 48 |
|
|
2023
Q4 | $2.51M | Sell |
10,783
-1,655
| -13% | -$385K | 0.44% | 50 |
|
|
2023
Q3 | $2.59M | Sell |
12,438
-4,529
| -27% | -$943K | 0.5% | 44 |
|
|
2023
Q2 | $3.74M | Sell |
16,967
-15,880
| -48% | -$3.5M | 0.7% | 30 |
|
|
2023
Q1 | $6.93M | Buy |
32,847
+2,342
| +8% | +$494K | 1.4% | 21 |
|
|
2022
Q4 | $6.22M | Buy |
30,505
+7,510
| +33% | +$1.53M | 1.35% | 19 |
|
|
2022
Q3 | $4.32M | Buy |
22,995
+10,781
| +88% | +$2.03M | 1.11% | 19 |
|
|
2022
Q2 | $2.41M | Buy |
12,214
+9,060
| +287% | +$1.78M | 0.62% | 36 |
|
|
2022
Q1 | $750K | Buy |
3,154
+1,337
| +74% | +$318K | 0.17% | 144 |
|
|
2021
Q4 | $463K | Buy |
1,817
+262
| +17% | +$66.8K | 0.11% | 207 |
|
|
2021
Q3 | $368K | Hold |
1,555
| – | – | 0.1% | 220 |
|
|
2021
Q2 | $369K | Buy |
1,555
+175
| +13% | +$41.5K | 0.1% | 218 |
|
|
2021
Q1 | $305K | Hold |
1,380
| – | – | 0.09% | 244 |
|
|
2020
Q4 | $285K | Sell |
1,380
-29
| -2% | -$5.99K | 0.09% | 236 |
|
|
2020
Q3 | $248K | Sell |
1,409
-300
| -18% | -$52.8K | 0.09% | 233 |
|
|
2020
Q2 | $280K | Hold |
1,709
| – | – | 0.11% | 213 |
|
|
2020
Q1 | $255K | Sell |
1,709
-200
| -10% | -$29.8K | 0.11% | 210 |
|
|
2019
Q4 | $340K | Buy |
+1,909
| New | +$340K | 0.12% | 202 |
|