Atlas Private 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
Q1 | $1.4M | Buy |
5,584
+2,234
| +67% | +$558K | 0.59% | 58 |
|
|
2023
Q4 | $779K | Sell |
3,350
-19,962
| -86% | -$4.64M | 0.37% | 77 |
|
|
2023
Q3 | $4.85M | Buy |
23,312
+1,246
| +6% | +$259K | 2.61% | 8 |
|
|
2023
Q2 | $4.86M | Buy |
22,066
+3,336
| +18% | +$734K | 2.56% | 6 |
|
|
2023
Q1 | $3.95M | Buy |
18,730
+790
| +4% | +$167K | 2.37% | 8 |
|
|
2022
Q4 | $3.66M | Buy |
17,940
+850
| +5% | +$173K | 1.69% | 8 |
|
|
2022
Q3 | $3.21M | Buy |
17,090
+526
| +3% | +$98.9K | 2.33% | 9 |
|
|
2022
Q2 | $3.26M | Buy |
16,564
+44
| +0.3% | +$8.67K | 2.23% | 10 |
|
|
2022
Q1 | $3.93M | Buy |
16,520
+586
| +4% | +$139K | 2.28% | 8 |
|
|
2021
Q4 | $4.06M | Buy |
15,934
+232
| +1% | +$59.1K | 2.26% | 10 |
|
|
2021
Q3 | $3.72M | Buy |
15,702
+707
| +5% | +$167K | 2.27% | 9 |
|
|
2021
Q2 | $3.56M | Buy |
14,995
+1,517
| +11% | +$360K | 2.2% | 9 |
|
|
2021
Q1 | $2.98M | Buy |
13,478
+10,266
| +320% | +$2.27M | 1.91% | 10 |
|
|
2020
Q4 | $664K | Buy |
3,212
+2,977
| +1,267% | +$615K | 0.47% | 59 |
|
|
2020
Q3 | $41K | Hold |
235
| – | – | 0.03% | 199 |
|
|
2020
Q2 | $39K | Hold |
235
| – | – | 0.03% | 214 |
|
|
2020
Q1 | $31K | Hold |
235
| – | – | 0.03% | 212 |
|
|
2019
Q4 | $42K | Buy |
+235
| New | +$42K | 0.03% | 218 |
|