Chicago 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,915
| Closed | -$404K | – | 46 |
|
|
2023
Q1 | $404K | Hold |
1,915
| – | – | 0.32% | 30 |
|
|
2022
Q4 | $390K | Buy |
1,915
+441
| +30% | +$89.9K | 0.34% | 27 |
|
|
2022
Q3 | $277K | Hold |
1,474
| – | – | 0.27% | 28 |
|
|
2022
Q2 | $290K | Sell |
1,474
-9
| -0.6% | -$1.77K | 0.26% | 28 |
|
|
2022
Q1 | $353K | Hold |
1,483
| – | – | 0.24% | 36 |
|
|
2021
Q4 | $378K | Buy |
1,483
+9
| +0.6% | +$2.29K | 0.25% | 33 |
|
|
2021
Q3 | $349K | Hold |
1,474
| – | – | 0.25% | 35 |
|
|
2021
Q2 | $350K | Hold |
1,474
| – | – | 0.25% | 34 |
|
|
2021
Q1 | $326K | Buy |
+1,474
| New | +$326K | 0.26% | 33 |
|