Chemistry 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Sell |
3,233
-91
| -3% | -$25.5K | 0.19% | 78 |
|
|
2025
Q1 | $860K | Sell |
3,324
-60
| -2% | -$15.5K | 0.2% | 74 |
|
|
2024
Q4 | $894K | Sell |
3,384
-160
| -5% | -$42.3K | 0.21% | 71 |
|
|
2024
Q3 | $935K | Sell |
3,544
-92
| -3% | -$24.3K | 0.22% | 71 |
|
|
2024
Q2 | $880K | Buy |
3,636
+81
| +2% | +$19.6K | 0.23% | 71 |
|
|
2024
Q1 | $888K | Sell |
3,555
-108
| -3% | -$27K | 0.24% | 72 |
|
|
2023
Q4 | $852K | Buy |
3,663
+2
| +0.1% | +$465 | 0.26% | 67 |
|
|
2023
Q3 | $762K | Buy |
3,661
+2
| +0.1% | +$416 | 0.25% | 64 |
|
|
2023
Q2 | $806K | Buy |
3,659
+1,136
| +45% | +$250K | 0.26% | 63 |
|
|
2023
Q1 | $532K | Buy |
2,523
+2
| +0.1% | +$422 | 0.19% | 84 |
|
|
2022
Q4 | $514K | Buy |
2,521
+2
| +0.1% | +$408 | 0.2% | 78 |
|
|
2022
Q3 | $474K | Buy |
2,519
+2
| +0.1% | +$376 | 0.19% | 84 |
|
|
2022
Q2 | $496K | Buy |
2,517
+414
| +20% | +$81.6K | 0.19% | 84 |
|
|
2022
Q1 | $500K | Sell |
2,103
-4,599
| -69% | -$1.09M | 0.17% | 85 |
|
|
2021
Q4 | $1.71M | Buy |
+6,702
| New | +$1.71M | 1.43% | 22 |
|