Alley Investment Management Company’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 | – | Sell |
-1,186
| Closed | -$287K | – | 86 |
|
|
2024
Q2 | $287K | Sell |
1,186
-106
| -8% | -$25.7K | 0.04% | 82 |
|
|
2024
Q1 | $323K | Buy |
1,292
+3
| +0.2% | +$749 | 0.04% | 78 |
|
|
2023
Q4 | $300K | Buy |
1,289
+4
| +0.3% | +$931 | 0.04% | 79 |
|
|
2023
Q3 | $268K | Buy |
1,285
+2
| +0.2% | +$417 | 0.05% | 80 |
|
|
2023
Q2 | $283K | Sell |
1,283
-104
| -7% | -$22.9K | 0.05% | 80 |
|
|
2023
Q1 | $293K | Buy |
1,387
+3
| +0.2% | +$633 | 0.05% | 79 |
|
|
2022
Q4 | $282K | Buy |
+1,384
| New | +$282K | 0.05% | 79 |
|