Bard Financial Services’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
Q3 | – | Sell |
-2,840
| Closed | -$625K | – | 311 |
|
|
2023
Q2 | $625K | Hold |
2,840
| – | – | 0.05% | 197 |
|
|
2023
Q1 | $599K | Hold |
2,840
| – | – | 0.05% | 199 |
|
|
2022
Q4 | $579K | Hold |
2,840
| – | – | 0.05% | 196 |
|
|
2022
Q3 | $534K | Hold |
2,840
| – | – | 0.05% | 190 |
|
|
2022
Q2 | $559K | Hold |
2,840
| – | – | 0.05% | 186 |
|
|
2022
Q1 | $675K | Hold |
2,840
| – | – | 0.06% | 176 |
|
|
2021
Q4 | $724K | Hold |
2,840
| – | – | 0.06% | 171 |
|
|
2021
Q3 | $672K | Hold |
2,840
| – | – | 0.06% | 166 |
|
|
2021
Q2 | $674K | Hold |
2,840
| – | – | 0.06% | 170 |
|
|
2021
Q1 | $629K | Hold |
2,840
| – | – | 0.06% | 161 |
|
|
2020
Q4 | $587K | Buy |
+2,840
| New | +$587K | 0.06% | 170 |
|