Cassady Schiller Wealth Management’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
Q4 | $342K | Sell |
1,296
-6
| -0.5% | -$1.58K | 0.13% | 84 |
|
|
2024
Q3 | $344K | Buy |
1,302
+150
| +13% | +$39.6K | 0.13% | 83 |
|
|
2024
Q2 | $279K | Buy |
1,152
+99
| +9% | +$24K | 0.11% | 91 |
|
|
2024
Q1 | $263K | Buy |
1,053
+77
| +8% | +$19.2K | 0.12% | 93 |
|
|
2023
Q4 | $227K | Buy |
976
+39
| +4% | +$9.08K | 0.11% | 99 |
|
|
2023
Q3 | $195K | Buy |
937
+60
| +7% | +$12.5K | 0.11% | 100 |
|
|
2023
Q2 | $193K | Buy |
877
+174
| +25% | +$38.3K | 0.1% | 105 |
|
|
2023
Q1 | $148K | Buy |
703
+79
| +13% | +$16.7K | 0.07% | 121 |
|
|
2022
Q4 | $127K | Buy |
+624
| New | +$127K | 0.08% | 120 |
|
|
2022
Q1 | – | Sell |
-483
| Closed | -$123K | – | 582 |
|
|
2021
Q4 | $123K | Buy |
+483
| New | +$123K | 0.07% | 123 |
|