Fairhaven 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
-1,226
Closed -$255K 123
2023
Q3
$255K Buy
1,226
+133
+12% +$27.7K 0.1% 87
2023
Q2
$241K Buy
+1,093
New +$241K 0.09% 96
2022
Q4
$224K Sell
1,100
-1,171
-52% -$239K 0.1% 95
2022
Q3
$427K Buy
+2,271
New +$427K 0.19% 55