FSC Wealth Advisors’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 | – | Sell |
-6
| Closed | -$1.45K | – | 318 |
|
|
2024
Q2 | $1.45K | Hold |
6
| – | – | ﹤0.01% | 267 |
|
|
2024
Q1 | $1.5K | Hold |
6
| – | – | ﹤0.01% | 240 |
|
|
2023
Q4 | $1.4K | Hold |
6
| – | – | ﹤0.01% | 268 |
|
|
2023
Q3 | $1.25K | Buy |
+6
| New | +$1.25K | ﹤0.01% | 218 |
|
|
2022
Q2 | – | Sell |
-42,334
| Closed | -$10.1M | – | 224 |
|
|
2022
Q1 | $10.1M | Sell |
42,334
-2,488
| -6% | -$592K | 9.55% | 5 |
|
|
2021
Q4 | $11.4M | Buy |
+44,822
| New | +$11.4M | 7.74% | 5 |
|