Benedetti & Gucer’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 | $6.05M | Buy |
24,219
+849
| +4% | +$212K | 3.01% | 7 |
|
2023
Q4 | $5.44M | Buy |
23,370
+1,699
| +8% | +$395K | 2.85% | 7 |
|
2023
Q3 | $4.51M | Buy |
21,671
+345
| +2% | +$71.8K | 2.47% | 9 |
|
2023
Q2 | $4.7M | Buy |
21,326
+2,974
| +16% | +$655K | 2.42% | 8 |
|
2023
Q1 | $3.87M | Buy |
18,352
+261
| +1% | +$55.1K | 2.22% | 8 |
|
2022
Q4 | $3.69M | Buy |
18,091
+206
| +1% | +$42K | 2.7% | 4 |
|
2022
Q3 | $3.36M | Sell |
17,885
-198
| -1% | -$37.2K | 2.65% | 5 |
|
2022
Q2 | $3.6M | Buy |
18,083
+491
| +3% | +$97.8K | 2.44% | 9 |
|
2022
Q1 | $4.18M | Buy |
17,592
+745
| +4% | +$177K | 2.8% | 4 |
|
2021
Q4 | $4.29M | Buy |
16,847
+239
| +1% | +$60.9K | 2.91% | 4 |
|
2021
Q3 | $3.93M | Buy |
16,608
+1,398
| +9% | +$331K | 2.99% | 4 |
|
2021
Q2 | $3.61M | Buy |
15,210
+2,216
| +17% | +$526K | 3.24% | 2 |
|
2021
Q1 | $2.88M | Buy |
+12,994
| New | +$2.88M | 2.65% | 6 |
|