Brandywine Oak Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-823
| Closed | -$209K | – | 359 |
|
|
2021
Q4 | $209K | Sell |
823
-71
| -8% | -$18K | 0.02% | 335 |
|
|
2021
Q3 | $211K | Sell |
894
-184
| -17% | -$43.4K | 0.02% | 323 |
|
|
2021
Q2 | $255K | Buy |
+1,078
| New | +$255K | 0.03% | 275 |
|
|
2019
Q1 | – | Sell |
-573
| Closed | -$79K | – | 616 |
|
|
2018
Q4 | $79K | Buy |
+573
| New | +$79K | 0.02% | 314 |
|