Crew 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
Q3 | – | Sell |
-1,081
| Closed | -$238K | – | 90 |
|
|
2023
Q2 | $238K | Sell |
1,081
-339
| -24% | -$74.6K | 0.27% | 75 |
|
|
2023
Q1 | $300K | Sell |
1,420
-519
| -27% | -$109K | 0.43% | 62 |
|
|
2022
Q4 | $395K | Sell |
1,939
-119
| -6% | -$24.3K | 0.57% | 41 |
|
|
2022
Q3 | $387K | Buy |
2,058
+587
| +40% | +$110K | 0.53% | 48 |
|
|
2022
Q2 | $290K | Buy |
1,471
+21
| +1% | +$4.14K | 0.36% | 71 |
|
|
2022
Q1 | $345K | Hold |
1,450
| – | – | 0.33% | 72 |
|
|
2021
Q4 | $369K | Hold |
1,450
| – | – | 0.31% | 72 |
|
|
2021
Q3 | $343K | Sell |
1,450
-25
| -2% | -$5.91K | 0.32% | 69 |
|
|
2021
Q2 | $350K | Sell |
1,475
-59
| -4% | -$14K | 0.33% | 68 |
|
|
2021
Q1 | $340K | Buy |
+1,534
| New | +$340K | 0.34% | 67 |
|