Clear Perspectives Financial Planning’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
Q1 | $133K | Sell |
631
-30
| -5% | -$6.33K | 0.07% | 49 |
|
|
2022
Q4 | $135K | Sell |
661
-70
| -10% | -$14.3K | 0.07% | 51 |
|
|
2022
Q3 | $137K | Sell |
731
-13
| -2% | -$2.44K | 0.07% | 54 |
|
|
2022
Q2 | $147K | Sell |
744
-232
| -24% | -$45.8K | 0.06% | 59 |
|
|
2022
Q1 | $232K | Sell |
976
-100
| -9% | -$23.8K | 0.09% | 49 |
|
|
2021
Q4 | $274K | Sell |
1,076
-316
| -23% | -$80.5K | 0.11% | 51 |
|
|
2021
Q3 | $330K | Buy |
1,392
+70
| +5% | +$16.6K | 0.15% | 49 |
|
|
2021
Q2 | $314K | Hold |
1,322
| – | – | 0.15% | 51 |
|
|
2021
Q1 | $293K | Buy |
1,322
+121
| +10% | +$26.8K | 0.17% | 47 |
|
|
2020
Q4 | $248K | Buy |
+1,201
| New | +$248K | 0.16% | 49 |
|