ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.46M | Sell |
7,767
-224
| -3% | -$42.1K | 0.33% | 79 |
|
|
2022
Q2 | $1.57M | Hold |
7,991
| – | – | 0.32% | 81 |
|
|
2022
Q1 | $1.9M | Sell |
7,991
-675
| -8% | -$161K | 0.36% | 77 |
|
|
2021
Q4 | $2.21M | Buy |
8,666
+6,916
| +395% | +$1.76M | 0.31% | 75 |
|
|
2021
Q3 | $414K | Buy |
1,750
+600
| +52% | +$142K | 0.05% | 213 |
|
|
2021
Q2 | $273K | Hold |
1,150
| – | – | 0.03% | 266 |
|
|
2021
Q1 | $255K | Hold |
1,150
| – | – | 0.03% | 274 |
|
|
2020
Q4 | $238K | Hold |
1,150
| – | – | 0.03% | 267 |
|
|
2020
Q3 | $203K | Buy |
+1,150
| New | +$203K | 0.03% | 275 |
|