GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $550K | Buy |
2,366
+21
| +0.9% | +$4.88K | 0.02% | 281 |
|
|
2023
Q3 | $488K | Buy |
2,345
+65
| +3% | +$13.5K | 0.02% | 275 |
|
|
2023
Q2 | $502K | Sell |
2,280
-102
| -4% | -$22.5K | 0.02% | 271 |
|
|
2023
Q1 | $502K | Buy |
2,382
+32
| +1% | +$6.74K | 0.02% | 260 |
|
|
2022
Q4 | $479K | Sell |
2,350
-315
| -12% | -$64.2K | 0.02% | 263 |
|
|
2022
Q3 | $501K | Sell |
2,665
-415
| -13% | -$78K | 0.02% | 244 |
|
|
2022
Q2 | $607K | Buy |
3,080
+909
| +42% | +$179K | 0.03% | 231 |
|
|
2022
Q1 | $516K | Buy |
2,171
+181
| +9% | +$43K | 0.02% | 244 |
|
|
2021
Q4 | $507K | Buy |
1,990
+81
| +4% | +$20.6K | 0.02% | 251 |
|
|
2021
Q3 | $452K | Hold |
1,909
| – | – | 0.02% | 262 |
|
|
2021
Q2 | $453K | Buy |
1,909
+236
| +14% | +$56K | 0.02% | 262 |
|
|
2021
Q1 | $370K | Buy |
1,673
+391
| +30% | +$86.5K | 0.02% | 258 |
|
|
2020
Q4 | $265K | Buy |
+1,282
| New | +$265K | 0.02% | 259 |
|