Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,564
| Closed | -$829K | – | 148 |
|
|
2023
Q4 | $829K | Buy |
3,564
+11
| +0.3% | +$2.56K | 0.11% | 72 |
|
|
2023
Q3 | $740K | Sell |
3,553
-8
| -0.2% | -$1.67K | 0.11% | 72 |
|
|
2023
Q2 | $784K | Sell |
3,561
-16
| -0.4% | -$3.52K | 0.11% | 81 |
|
|
2023
Q1 | $754K | Buy |
3,577
+20
| +0.6% | +$4.22K | 0.11% | 87 |
|
|
2022
Q4 | $725K | Buy |
3,557
+6
| +0.2% | +$1.22K | 0.1% | 103 |
|
|
2022
Q3 | $668K | Buy |
3,551
+3,462
| +3,890% | +$651K | 0.11% | 95 |
|
|
2022
Q2 | $17K | Buy |
89
+1
| +1% | +$191 | ﹤0.01% | 320 |
|
|
2022
Q1 | $21K | Hold |
88
| – | – | ﹤0.01% | 280 |
|
|
2021
Q4 | $22K | Buy |
+88
| New | +$22K | ﹤0.01% | 243 |
|
|
2021
Q1 | – | Sell |
-302
| Closed | -$62K | – | 475 |
|
|
2020
Q4 | $62K | Buy |
+302
| New | +$62K | 0.04% | 142 |
|