Elk River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-971
| Closed | -$202K | – | 112 |
|
|
2023
Q3 | $202K | Sell |
971
-7
| -0.7% | -$1.46K | 0.04% | 101 |
|
|
2023
Q2 | $215K | Buy |
978
+7
| +0.7% | +$1.54K | 0.05% | 104 |
|
|
2023
Q1 | $205K | Buy |
+971
| New | +$205K | 0.05% | 106 |
|
|
2022
Q2 | – | Sell |
-971
| Closed | -$231K | – | 117 |
|
|
2022
Q1 | $231K | Buy |
+971
| New | +$231K | 0.05% | 114 |
|