Aprio 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
2023
Q1
Sell
-998
Closed -$203K 144
2022
Q4
$203K Sell
998
-264
-21% -$53.8K 0.07% 119
2022
Q3
$237K Buy
+1,262
New +$237K 0.1% 91
2021
Q3
Sell
-931
Closed -$221K 78
2021
Q2
$221K Buy
+931
New +$221K 0.1% 60