Gen-Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56K | Buy |
+27
| New | +$7.56K | ﹤0.01% | 477 |
|
|
2025
Q1 | – | Sell |
-118
| Closed | -$31.2K | – | 669 |
|
|
2024
Q4 | $31.2K | Sell |
118
-160
| -58% | -$42.3K | 0.01% | 400 |
|
|
2024
Q3 | $73.9K | Hold |
278
| – | – | 0.03% | 335 |
|
|
2024
Q2 | $67.3K | Hold |
278
| – | – | 0.03% | 350 |
|
|
2024
Q1 | $69.5K | Buy |
+278
| New | +$69.5K | 0.03% | 346 |
|