Caliber Wealth Management (Utah)’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 | $6.71M | Buy |
26,873
+1,023
| +4% | +$256K | 3.57% | 3 |
|
|
2023
Q4 | $6.01M | Buy |
25,850
+333
| +1% | +$77.5K | 3.53% | 5 |
|
|
2023
Q3 | $5.31M | Buy |
25,517
+364
| +1% | +$75.8K | 3.57% | 5 |
|
|
2023
Q2 | $5.54M | Buy |
25,153
+810
| +3% | +$178K | 3.71% | 4 |
|
|
2023
Q1 | $5.13M | Buy |
24,343
+1,930
| +9% | +$407K | 3.84% | 5 |
|
|
2022
Q4 | $4.57M | Sell |
22,413
-516
| -2% | -$105K | 3.49% | 4 |
|
|
2022
Q3 | $4.31M | Buy |
22,929
+1,316
| +6% | +$247K | 3.4% | 3 |
|
|
2022
Q2 | $4.26M | Buy |
21,613
+1,280
| +6% | +$252K | 3.31% | 4 |
|
|
2022
Q1 | $4.84M | Buy |
20,333
+3,796
| +23% | +$903K | 3.09% | 4 |
|
|
2021
Q4 | $4.04M | Buy |
16,537
+3,410
| +26% | +$832K | 2.79% | 3 |
|
|
2021
Q3 | $3.26M | Buy |
13,127
+487
| +4% | +$121K | 2.3% | 4 |
|
|
2021
Q2 | $3M | Buy |
12,640
+4,874
| +63% | +$1.16M | 2.12% | 5 |
|
|
2021
Q1 | $1.72M | Buy |
7,766
+375
| +5% | +$83K | 1.25% | 26 |
|
|
2020
Q4 | $1.53M | Buy |
+7,391
| New | +$1.53M | 1.5% | 24 |
|