Dechtman 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
Q4 | $35.6M | Buy |
134,602
+6,182
| +5% | +$1.63M | 6.87% | 5 |
|
|
2024
Q3 | $33.9M | Buy |
128,420
+23,918
| +23% | +$6.31M | 6.93% | 5 |
|
|
2024
Q2 | $25.3M | Sell |
104,502
-803
| -0.8% | -$194K | 5.65% | 6 |
|
|
2024
Q1 | $26.3M | Buy |
105,305
+2,698
| +3% | +$674K | 6.14% | 5 |
|
|
2023
Q4 | $23.9M | Sell |
102,607
-3,393
| -3% | -$789K | 6.28% | 5 |
|
|
2023
Q3 | $22.1M | Buy |
106,000
+3,453
| +3% | +$719K | 6.54% | 6 |
|
|
2023
Q2 | $22.6M | Buy |
+102,547
| New | +$22.6M | 6.72% | 6 |
|