First Personal Financial Services’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 Q3	$109K	Hold	413	–	–	0.02%	155
2024 Q2	$100K	Hold	413	–	–	0.02%	155
2024 Q1	$103K	Sell	413 -156	-27%	-$39K	0.02%	152
2023 Q4	$132K	Hold	569	–	–	0.03%	140
2023 Q3	$118K	Hold	569	–	–	0.03%	140
2023 Q2	$125K	Hold	569	–	–	0.03%	136
2023 Q1	$120K	Sell	569 -148	-21%	-$31.2K	0.03%	138
2022 Q4	$146K	Hold	717	–	–	0.04%	131
2022 Q3	$135K	Buy	717 +464	+183%	+$87.4K	0.04%	126
2022 Q2	$50K	Hold	253	–	–	0.01%	170
2022 Q1	$60K	Hold	253	–	–	0.01%	175
2021 Q4	$65K	Hold	253	–	–	0.01%	176
2021 Q3	$60K	Hold	253	–	–	0.01%	179
2021 Q2	$60K	Buy	253 +43	+20%	+$10.2K	0.02%	185
2021 Q1	$46K	Hold	210	–	–	0.01%	194
2020 Q4	$43K	Buy	+210	New	+$43K	0.01%	198
2020 Q3	–	Sell	-65	Closed	-$11K	–	306
2020 Q2	$11K	Hold	65	–	–	﹤0.01%	259
2020 Q1	$9K	Hold	65	–	–	﹤0.01%	250
2019 Q4	$12K	Sell	65 -100	-61%	-$18.5K	﹤0.01%	276
2019 Q3	$28K	Hold	165	–	–	0.01%	298
2019 Q2	$28K	Buy	165 +65	+65%	+$11K	0.01%	364
2019 Q1	$16K	Hold	100	–	–	﹤0.01%	437
2018 Q4	$14K	Hold	100	–	–	﹤0.01%	431
2018 Q3	$16K	Hold	100	–	–	0.01%	438
2018 Q2	$16K	Hold	100	–	–	0.01%	431
2018 Q1	$15K	Sell	100 -12	-11%	-$1.8K	﹤0.01%	697
2017 Q4	$17K	Hold	112	–	–	﹤0.01%	682
2017 Q3	$16K	Buy	112 +12	+12%	+$1.71K	﹤0.01%	624
2017 Q2	$14K	Hold	100	–	–	﹤0.01%	652
2017 Q1	$14K	Hold	100	–	–	﹤0.01%	644
2016 Q4	$13K	Hold	100	–	–	﹤0.01%	653
2016 Q3	$13K	Buy	+100	New	+$13K	﹤0.01%	525