Coerente Capital 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 |
-1,000
| Closed | -$211K | – | 37 |
|
|
2023
Q1 | $211K | Hold |
1,000
| – | – | 0.05% | 36 |
|
|
2022
Q4 | $203K | Buy |
+1,000
| New | +$203K | 0.04% | 36 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$237K | – | 37 |
|
|
2022
Q1 | $237K | Hold |
1,000
| – | – | 0.05% | 36 |
|
|
2021
Q4 | $254K | Hold |
1,000
| – | – | 0.05% | 36 |
|
|
2021
Q3 | $236K | Hold |
1,000
| – | – | 0.05% | 37 |
|
|
2021
Q2 | $237K | Hold |
1,000
| – | – | 0.05% | 39 |
|
|
2021
Q1 | $221K | Buy |
+1,000
| New | +$221K | 0.05% | 41 |
|