Halpern Financial’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
Q3 | $47.2K | Hold |
180
| – | – | 0.01% | 94 |
|
|
2024
Q2 | $43.6K | Sell |
180
-15
| -8% | -$3.63K | 0.01% | 97 |
|
|
2024
Q1 | $48.1K | Hold |
195
| – | – | 0.01% | 91 |
|
|
2023
Q4 | $44.4K | Buy |
195
+15
| +8% | +$3.42K | 0.01% | 94 |
|
|
2023
Q3 | $37.5K | Hold |
180
| – | – | 0.01% | 95 |
|
|
2023
Q2 | $39.6K | Hold |
180
| – | – | 0.01% | 86 |
|
|
2023
Q1 | $38K | Sell |
180
-56
| -24% | -$11.8K | 0.01% | 88 |
|
|
2022
Q4 | $48.1K | Hold |
236
| – | – | 0.02% | 84 |
|
|
2022
Q3 | $44.4K | Buy |
236
+56
| +31% | +$10.5K | 0.02% | 83 |
|
|
2022
Q2 | $35.5K | Hold |
180
| – | – | 0.01% | 92 |
|
|
2022
Q1 | $42.8K | Hold |
180
| – | – | 0.02% | 101 |
|
|
2021
Q4 | $45.9K | Hold |
180
| – | – | 0.02% | 86 |
|
|
2021
Q3 | $42.6K | Hold |
180
| – | – | 0.02% | 77 |
|
|
2021
Q2 | $42.7K | Hold |
180
| – | – | 0.02% | 71 |
|
|
2021
Q1 | $39.8K | Hold |
180
| – | – | 0.02% | 65 |
|
|
2020
Q4 | $37.2K | Hold |
180
| – | – | 0.02% | 61 |
|
|
2020
Q3 | $31.7K | Hold |
180
| – | – | 0.02% | 61 |
|
|
2020
Q2 | $29.5K | Sell |
180
-120
| -40% | -$19.7K | 0.02% | 59 |
|
|
2020
Q1 | $39.5K | Hold |
300
| – | – | 0.04% | 49 |
|
|
2019
Q4 | $53.5K | Buy |
+300
| New | +$53.5K | 0.04% | 56 |
|