HNW
High Note Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
4,375
-9
| -0.2% | -$2.52K | 0.28% | 57 |
|
|
2025
Q1 | $1.13M | Sell |
4,384
-49
| -1% | -$12.7K | 0.28% | 48 |
|
|
2024
Q4 | $1.17M | Sell |
4,433
-6
| -0.1% | -$1.59K | 0.3% | 45 |
|
|
2024
Q3 | $1.17M | Sell |
4,439
-21
| -0.5% | -$5.54K | 0.33% | 46 |
|
|
2024
Q2 | $1.08M | Sell |
4,460
-52
| -1% | -$12.6K | 0.33% | 46 |
|
|
2024
Q1 | $1.13M | Sell |
4,512
-83
| -2% | -$20.7K | 0.37% | 47 |
|
|
2023
Q4 | $1.07M | Sell |
4,595
-124
| -3% | -$28.8K | 0.4% | 46 |
|
|
2023
Q3 | $983K | Hold |
4,719
| – | – | 0.41% | 45 |
|
|
2023
Q2 | $1.04M | Sell |
4,719
-230
| -5% | -$50.6K | 0.42% | 44 |
|
|
2023
Q1 | $1.04M | Sell |
4,949
-330
| -6% | -$69.6K | 0.43% | 47 |
|
|
2022
Q4 | $1.08M | Buy |
5,279
+252
| +5% | +$51.4K | 0.45% | 48 |
|
|
2022
Q3 | $1.01M | Sell |
5,027
-264
| -5% | -$52.9K | 0.4% | 51 |
|
|
2022
Q2 | $1.04M | Sell |
5,291
-37
| -0.7% | -$7.29K | 0.41% | 50 |
|
|
2022
Q1 | $1.27M | Sell |
5,328
-1,277
| -19% | -$304K | 0.45% | 48 |
|
|
2021
Q4 | $1.68M | Sell |
6,605
-376
| -5% | -$95.8K | 0.57% | 47 |
|
|
2021
Q3 | $1.65M | Sell |
6,981
-138
| -2% | -$32.7K | 0.6% | 46 |
|
|
2021
Q2 | $1.69M | Hold |
7,119
| – | – | 0.61% | 45 |
|
|
2021
Q1 | $1.58M | Hold |
7,119
| – | – | 0.61% | 48 |
|
|
2020
Q4 | $1.47M | Buy |
+7,119
| New | +$1.47M | 0.62% | 47 |
|