Clear Perspectives Financial Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$133K Sell
2022
Q4
$135K Sell
2022
Q3
$137K Sell
2022
Q2
$147K Sell
2022
Q1
$232K Sell
2021
Q4
$274K Sell
2021
Q3
$330K Buy
2021
Q2
$314K Hold
2021
Q1
$293K Buy
2020
Q4
$248K Buy