Carolina Wealth Advisors’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 |
-2
| Closed | -$465 | – | 250 |
|
|
2023
Q4 | $465 | Hold |
2
| – | – | ﹤0.01% | 228 |
|
|
2023
Q3 | $416 | Sell |
2
-10
| -83% | -$2.08K | ﹤0.01% | 249 |
|
|
2023
Q2 | $2.64K | Buy |
+12
| New | +$2.64K | ﹤0.01% | 203 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$4K | – | 288 |
|
|
2022
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 187 |
|
|
2022
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 189 |
|
|
2022
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 208 |
|
|
2022
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 209 |
|
|
2021
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 215 |
|
|
2021
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 211 |
|
|
2021
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 224 |
|
|
2021
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 263 |
|
|
2020
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 194 |
|
|
2020
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 178 |
|
|
2020
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 149 |
|
|
2020
Q1 | $3K | Sell |
20
-67
| -77% | -$10.1K | ﹤0.01% | 146 |
|
|
2019
Q4 | $16K | Buy |
+87
| New | +$16K | 0.02% | 111 |
|