Compass 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 | – | Sell |
-575
| Closed | -$149K | – | 405 |
|
|
2025
Q1 | $149K | Sell |
575
-40
| -7% | -$10.3K | 0.04% | 164 |
|
|
2024
Q4 | $162K | Hold |
615
| – | – | 0.04% | 160 |
|
|
2024
Q3 | $162K | Hold |
615
| – | – | 0.04% | 165 |
|
|
2024
Q2 | $149K | Hold |
615
| – | – | 0.04% | 168 |
|
|
2024
Q1 | $154K | Hold |
615
| – | – | 0.04% | 174 |
|
|
2023
Q4 | $143K | Hold |
615
| – | – | 0.04% | 169 |
|
|
2023
Q3 | $128K | Hold |
615
| – | – | 0.04% | 168 |
|
|
2023
Q2 | $135K | Hold |
615
| – | – | 0.04% | 166 |
|
|
2023
Q1 | $130K | Hold |
615
| – | – | 0.04% | 173 |
|
|
2022
Q4 | $125K | Buy |
+615
| New | +$125K | 0.04% | 172 |
|