HVP
Hudson Value Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-822
| Closed | -$205K | – | 99 |
|
|
2024
Q1 | $205K | Buy |
+822
| New | +$205K | 0.09% | 94 |
|
|
2023
Q4 | – | Sell |
-1,307
| Closed | -$272K | – | 104 |
|
|
2023
Q3 | $272K | Sell |
1,307
-115
| -8% | -$23.9K | 0.14% | 92 |
|
|
2023
Q2 | $313K | Hold |
1,422
| – | – | 0.16% | 91 |
|
|
2023
Q1 | $300K | Hold |
1,422
| – | – | 0.17% | 90 |
|
|
2022
Q4 | $290K | Hold |
1,422
| – | – | 0.18% | 91 |
|
|
2022
Q3 | $267K | Hold |
1,422
| – | – | 0.18% | 90 |
|
|
2022
Q2 | $280K | Sell |
1,422
-244
| -15% | -$48K | 0.18% | 91 |
|
|
2022
Q1 | $396K | Buy |
1,666
+160
| +11% | +$38K | 0.2% | 93 |
|
|
2021
Q4 | $384K | Buy |
1,506
+125
| +9% | +$31.9K | 0.19% | 92 |
|
|
2021
Q3 | $327K | Hold |
1,381
| – | – | 0.18% | 95 |
|
|
2021
Q2 | $328K | Buy |
+1,381
| New | +$328K | 0.18% | 97 |
|