Avitas 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
Q4 | $445K | Sell |
1,684
-74
| -4% | -$19.5K | 0.06% | 161 |
|
|
2024
Q3 | $464K | Buy |
1,758
+351
| +25% | +$92.6K | 0.07% | 166 |
|
|
2024
Q2 | $341K | Buy |
1,407
+10
| +0.7% | +$2.42K | 0.05% | 184 |
|
|
2024
Q1 | $349K | Sell |
1,397
-13
| -0.9% | -$3.25K | 0.05% | 190 |
|
|
2023
Q4 | $328K | Buy |
1,410
+25
| +2% | +$5.82K | 0.05% | 181 |
|
|
2023
Q3 | $288K | Buy |
+1,385
| New | +$288K | 0.05% | 188 |
|