Harper Investing’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
Q2 | – | Sell |
-963
| Closed | -$203K | – | 25 |
|
|
2023
Q1 | $203K | Sell |
963
-1,207
| -56% | -$255K | 0.25% | 22 |
|
|
2022
Q4 | $442K | Sell |
2,170
-2,188
| -50% | -$446K | 0.55% | 25 |
|
|
2022
Q3 | $820K | Sell |
4,358
-311
| -7% | -$58.5K | 0.84% | 26 |
|
|
2022
Q2 | $920K | Sell |
4,669
-470
| -9% | -$92.6K | 0.93% | 26 |
|
|
2022
Q1 | $1.22M | Buy |
+5,139
| New | +$1.22M | 1.13% | 18 |
|