Costello Asset 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 |
-28
| Closed | -$5.91K | – | 215 |
|
2023
Q1 | $5.91K | Hold |
28
| – | – | 0.01% | 169 |
|
2022
Q4 | $5.71K | Hold |
28
| – | – | 0.01% | 168 |
|
2022
Q3 | $5K | Hold |
28
| – | – | ﹤0.01% | 178 |
|
2022
Q2 | $6K | Hold |
28
| – | – | 0.01% | 181 |
|
2022
Q1 | $7K | Sell |
28
-20
| -42% | -$5K | ﹤0.01% | 181 |
|
2021
Q4 | $12K | Hold |
48
| – | – | 0.01% | 168 |
|
2021
Q3 | $11K | Hold |
48
| – | – | 0.01% | 176 |
|
2021
Q2 | $11K | Hold |
48
| – | – | 0.01% | 174 |
|
2021
Q1 | $11K | Hold |
48
| – | – | 0.01% | 189 |
|
2020
Q4 | $10K | Hold |
48
| – | – | 0.01% | 181 |
|
2020
Q3 | $8K | Hold |
48
| – | – | 0.01% | 175 |
|
2020
Q2 | $8K | Buy |
+48
| New | +$8K | 0.01% | 170 |
|