H&H Retirement Design & Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
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2024
Q2 | $373K | Hold |
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2024
Q1 | $352K | Sell |
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2023
Q4 | $521K | Hold |
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2023
Q3 | $460K | Sell |
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2023
Q2 | $531K | Sell |
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2023
Q1 | $496K | Sell |
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2022
Q4 | $4.51M | Buy |
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2022
Q3 | $3.83M | Sell |
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2022
Q2 | $5.26M | Sell |
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2022
Q1 | $5.99M | Sell |
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2021
Q4 | $5.81M | Buy |
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