Altus Wealth Group’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
Q1 | – | Sell |
-1,164
| Closed | -$297K | – | 122 |
|
|
2021
Q4 | $297K | Buy |
+1,164
| New | +$297K | 0.25% | 87 |
|
|
2021
Q2 | – | Sell |
-238
| Closed | -$55K | – | 165 |
|
|
2021
Q1 | $55K | Sell |
238
-8
| -3% | -$1.85K | 0.05% | 124 |
|
|
2020
Q4 | $51K | Buy |
+246
| New | +$51K | 0.05% | 215 |
|