HHRDM
H&H Retirement Design & Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,485
| Closed | -$373K | – | 87 |
|
|
2024
Q2 | $373K | Hold |
1,485
| – | – | 0.23% | 65 |
|
|
2024
Q1 | $352K | Sell |
1,485
-743
| -33% | -$176K | 0.23% | 64 |
|
|
2023
Q4 | $521K | Hold |
2,228
| – | – | 0.33% | 40 |
|
|
2023
Q3 | $460K | Sell |
2,228
-114
| -5% | -$23.6K | 0.32% | 33 |
|
|
2023
Q2 | $531K | Sell |
2,342
-10
| -0.4% | -$2.27K | 0.35% | 33 |
|
|
2023
Q1 | $496K | Sell |
2,352
-18,636
| -89% | -$3.93M | 0.32% | 33 |
|
|
2022
Q4 | $4.51M | Buy |
20,988
+484
| +2% | +$104K | 3.8% | 6 |
|
|
2022
Q3 | $3.83M | Sell |
20,504
-3,941
| -16% | -$735K | 3.6% | 4 |
|
|
2022
Q2 | $5.26M | Sell |
24,445
-1,011
| -4% | -$218K | 3.84% | 4 |
|
|
2022
Q1 | $5.99M | Sell |
25,456
-112
| -0.4% | -$26.3K | 4.08% | 5 |
|
|
2021
Q4 | $5.81M | Buy |
+25,568
| New | +$5.81M | 3.67% | 6 |
|