Baldwin Wealth Partners’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
Q2 | – | Sell |
-3
| Closed | -$750 | – | 823 |
|
|
2024
Q1 | $750 | Sell |
3
-20
| -87% | -$5K | ﹤0.01% | 664 |
|
|
2023
Q4 | $5.35K | Hold |
23
| – | – | ﹤0.01% | 618 |
|
|
2023
Q3 | $4.79K | Hold |
23
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $5.06K | Hold |
23
| – | – | ﹤0.01% | 647 |
|
|
2023
Q1 | $4.85K | Hold |
23
| – | – | ﹤0.01% | 674 |
|
|
2022
Q4 | $4.69K | Hold |
23
| – | – | ﹤0.01% | 663 |
|
|
2022
Q3 | $4K | Sell |
23
-20
| -47% | -$3.48K | ﹤0.01% | 584 |
|
|
2022
Q2 | $8K | Hold |
43
| – | – | ﹤0.01% | 557 |
|
|
2022
Q1 | $10K | Buy |
43
+20
| +87% | +$4.65K | ﹤0.01% | 543 |
|
|
2021
Q4 | $6K | Hold |
23
| – | – | ﹤0.01% | 547 |
|
|
2021
Q3 | $5K | Buy |
23
+20
| +667% | +$4.35K | ﹤0.01% | 577 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 652 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 618 |
|
|
2016
Q4 | – | Sell |
-41
| Closed | -$5K | – | 535 |
|
|
2016
Q3 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 492 |
|