Cove Private Wealth’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 | $448K | Hold |
1,600
| – | – | 0.16% | 109 |
|
|
2025
Q1 | $414K | Hold |
1,600
| – | – | 0.22% | 95 |
|
|
2024
Q4 | $423K | Hold |
1,600
| – | – | 0.25% | 75 |
|
|
2024
Q3 | $422K | Hold |
1,600
| – | – | 0.33% | 61 |
|
|
2024
Q2 | $387K | Sell |
1,600
-300
| -16% | -$72.6K | 0.31% | 62 |
|
|
2024
Q1 | $475K | Sell |
1,900
-403
| -17% | -$101K | 0.41% | 59 |
|
|
2023
Q4 | $536K | Buy |
+2,303
| New | +$536K | 0.51% | 51 |
|