Caliber Wealth Management (Utah)’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.71M | Buy |
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|
2023
Q4 | $6.01M | Buy |
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|
2023
Q3 | $5.31M | Buy |
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|
2023
Q2 | $5.54M | Buy |
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|
2023
Q1 | $5.13M | Buy |
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|
2022
Q4 | $4.57M | Sell |
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|
2022
Q3 | $4.31M | Buy |
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|
2022
Q2 | $4.26M | Buy |
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|
2022
Q1 | $4.84M | Buy |
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|
2021
Q4 | $4.04M | Buy |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $3M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $1.53M | Buy |
|