Freedman Financial Associates’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-241
| Closed | -$58K | – | 433 |
|
2022
Q1 | $58K | Hold |
241
| – | – | 0.04% | 181 |
|
2021
Q4 | $61K | Hold |
241
| – | – | 0.04% | 176 |
|
2021
Q3 | $57K | Hold |
241
| – | – | 0.04% | 179 |
|
2021
Q2 | $57K | Hold |
241
| – | – | 0.04% | 179 |
|
2021
Q1 | $53K | Buy |
241
+31
| +15% | +$6.82K | 0.04% | 184 |
|
2020
Q4 | $43K | Buy |
+210
| New | +$43K | 0.04% | 202 |
|