Aspire 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 | $939K | Sell |
3,558
-538
| -13% | -$142K | 0.51% | 43 |
|
|
2024
Q2 | $992K | Sell |
4,096
-223
| -5% | -$54K | 0.57% | 38 |
|
|
2024
Q1 | $1.08M | Sell |
4,319
-33
| -0.8% | -$8.25K | 0.65% | 33 |
|
|
2023
Q4 | $1.01M | Sell |
4,352
-48
| -1% | -$11.2K | 0.69% | 32 |
|
|
2023
Q3 | $916K | Sell |
4,400
-21
| -0.5% | -$4.37K | 0.7% | 34 |
|
|
2023
Q2 | $973K | Buy |
4,421
+1
| +0% | +$220 | 0.74% | 30 |
|
|
2023
Q1 | $932K | Buy |
4,420
+100
| +2% | +$21.1K | 0.76% | 29 |
|
|
2022
Q4 | $880K | Sell |
4,320
-199
| -4% | -$40.6K | 0.77% | 31 |
|
|
2022
Q3 | $849K | Buy |
4,519
+61
| +1% | +$11.5K | 0.8% | 32 |
|
|
2022
Q2 | $878K | Sell |
4,458
-169
| -4% | -$33.3K | 0.81% | 28 |
|
|
2022
Q1 | $1.1M | Buy |
4,627
+370
| +9% | +$88K | 0.87% | 26 |
|
|
2021
Q4 | $1.09M | Buy |
+4,257
| New | +$1.09M | 0.88% | 31 |
|