Buffington Mohr McNeal’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 | – | Sell |
-1,034
| Closed | -$241K | – | 135 |
|
|
2023
Q4 | $241K | Sell |
1,034
-82
| -7% | -$19.1K | 0.05% | 119 |
|
|
2023
Q3 | $232K | Hold |
1,116
| – | – | 0.05% | 115 |
|
|
2023
Q2 | $246K | Hold |
1,116
| – | – | 0.05% | 114 |
|
|
2023
Q1 | $235K | Sell |
1,116
-200
| -15% | -$42.2K | 0.05% | 116 |
|
|
2022
Q4 | $268K | Sell |
1,316
-19
| -1% | -$3.87K | 0.06% | 111 |
|
|
2022
Q3 | $251K | Buy |
1,335
+82
| +7% | +$15.4K | 0.06% | 112 |
|
|
2022
Q2 | $247K | Hold |
1,253
| – | – | 0.05% | 117 |
|
|
2022
Q1 | $298K | Hold |
1,253
| – | – | 0.06% | 112 |
|
|
2021
Q4 | $319K | Buy |
+1,253
| New | +$319K | 0.05% | 119 |
|
|
2019
Q2 | – | Sell |
-260
| Closed | -$42K | – | 322 |
|
|
2019
Q1 | $42K | Buy |
+260
| New | +$42K | 0.01% | 198 |
|