Grand Wealth Management’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
Q4 | – | Sell |
-5
| Closed | -$1.36K | – | 69 |
|
|
2024
Q3 | $1.36K | Hold |
5
| – | – | ﹤0.01% | 66 |
|
|
2024
Q2 | $1.25K | Hold |
5
| – | – | ﹤0.01% | 58 |
|
|
2024
Q1 | $1.29K | Hold |
5
| – | – | ﹤0.01% | 71 |
|
|
2023
Q4 | $1.2K | Sell |
5
-4
| -44% | -$959 | ﹤0.01% | 73 |
|
|
2023
Q3 | $1.91K | Sell |
9
-27
| -75% | -$5.72K | ﹤0.01% | 67 |
|
|
2023
Q2 | $8.02K | Buy |
+36
| New | +$8.02K | ﹤0.01% | 63 |
|
|
2022
Q3 | – | Sell |
-76
| Closed | -$15K | – | 63 |
|
|
2022
Q2 | $15K | Hold |
76
| – | – | 0.01% | 53 |
|
|
2022
Q1 | $18K | Hold |
76
| – | – | 0.01% | 52 |
|
|
2021
Q4 | $19K | Buy |
+76
| New | +$19K | 0.01% | 52 |
|