GoalVest Advisory’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
Q1 | – | Sell |
-7
| Closed | -$1.85K | – | 552 |
|
|
2024
Q4 | $1.85K | Buy |
+7
| New | +$1.85K | ﹤0.01% | 345 |
|
|
2024
Q3 | – | Sell |
-181
| Closed | -$43.7K | – | 391 |
|
|
2024
Q2 | $43.7K | Hold |
181
| – | – | 0.01% | 182 |
|
|
2024
Q1 | $45.1K | Buy |
181
+1
| +0.6% | +$249 | 0.02% | 199 |
|
|
2023
Q4 | $41.9K | Sell |
180
-2
| -1% | -$465 | 0.02% | 150 |
|
|
2023
Q3 | $37.9K | Buy |
182
+136
| +296% | +$28.3K | 0.02% | 161 |
|
|
2023
Q2 | $10.1K | Buy |
+46
| New | +$10.1K | 0.01% | 251 |
|