High Pines Wealth Management’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
Q4 | $5.74M | Buy |
24,671
+1,000
| +4% | +$233K | 8.75% | 5 |
|
|
2023
Q3 | $4.93M | Buy |
23,671
+4,260
| +22% | +$887K | 8.11% | 5 |
|
|
2023
Q2 | $4.27M | Buy |
19,411
+456
| +2% | +$100K | 6.51% | 6 |
|
|
2023
Q1 | $4M | Sell |
18,955
-40
| -0.2% | -$8.44K | 6.64% | 6 |
|
|
2022
Q4 | $3.87M | Buy |
18,995
+127
| +0.7% | +$25.9K | 6.79% | 6 |
|
|
2022
Q3 | $3.55M | Buy |
18,868
+76
| +0.4% | +$14.3K | 6.77% | 6 |
|
|
2022
Q2 | $3.7M | Sell |
18,792
-1,325
| -7% | -$261K | 6.83% | 6 |
|
|
2022
Q1 | $4.79M | Buy |
20,117
+211
| +1% | +$50.2K | 3.52% | 11 |
|
|
2021
Q4 | $5.07M | Buy |
19,906
+1,570
| +9% | +$400K | 3.53% | 10 |
|
|
2021
Q3 | $4.34M | Sell |
18,336
-324
| -2% | -$76.7K | 2.98% | 15 |
|
|
2021
Q2 | $4.43M | Sell |
18,660
-220
| -1% | -$52.2K | 3.34% | 9 |
|
|
2021
Q1 | $4.18M | Buy |
18,880
+38
| +0.2% | +$8.41K | 3.69% | 8 |
|
|
2020
Q4 | $3.9M | Buy |
+18,842
| New | +$3.9M | 3.6% | 11 |
|