Castleview Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-81
| Closed | -$21.4K | – | 564 |
|
|
2024
Q4 | $21.4K | Sell |
81
-2
| -2% | -$527 | 0.01% | 462 |
|
|
2024
Q3 | $21.9K | Sell |
83
-1
| -1% | -$264 | 0.01% | 435 |
|
|
2024
Q2 | $20.3K | Sell |
84
-2
| -2% | -$484 | 0.01% | 438 |
|
|
2024
Q1 | $21.5K | Sell |
86
-744
| -90% | -$186K | 0.01% | 457 |
|
|
2023
Q4 | $193K | Sell |
830
-1,051
| -56% | -$245K | 0.14% | 140 |
|
|
2023
Q3 | $392K | Buy |
1,881
+118
| +7% | +$24.6K | 0.36% | 58 |
|
|
2023
Q2 | $388K | Sell |
1,763
-328
| -16% | -$72.2K | 0.35% | 62 |
|
|
2023
Q1 | $441K | Buy |
2,091
+1
| +0% | +$211 | 0.39% | 59 |
|
|
2022
Q4 | $426K | Buy |
2,090
+104
| +5% | +$21.2K | 0.41% | 57 |
|
|
2022
Q3 | $373K | Buy |
1,986
+1,407
| +243% | +$264K | 0.36% | 63 |
|
|
2022
Q2 | $129K | Sell |
579
-1,395
| -71% | -$311K | 0.1% | 186 |
|
|
2022
Q1 | $469K | Buy |
+1,974
| New | +$469K | 0.29% | 69 |
|