IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68K | Buy |
+6
| New | +$1.68K | ﹤0.01% | 447 |
|
|
2025
Q1 | – | Sell |
-6
| Closed | -$1.59K | – | 538 |
|
|
2024
Q4 | $1.59K | Sell |
6
-43
| -88% | -$11.4K | ﹤0.01% | 469 |
|
|
2024
Q3 | $13K | Hold |
49
| – | – | ﹤0.01% | 314 |
|
|
2024
Q2 | $11.9K | Hold |
49
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $12.3K | Hold |
49
| – | – | ﹤0.01% | 293 |
|
|
2023
Q4 | $11.5K | Hold |
49
| – | – | ﹤0.01% | 290 |
|
|
2023
Q3 | $10.3K | Sell |
49
-93
| -65% | -$19.5K | ﹤0.01% | 294 |
|
|
2023
Q2 | $31.3K | Buy |
142
+8
| +6% | +$1.77K | 0.01% | 200 |
|
|
2023
Q1 | $28.3K | Hold |
134
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $27.4K | Sell |
134
-29
| -18% | -$5.92K | 0.01% | 183 |
|
|
2022
Q3 | $31K | Buy |
163
+12
| +8% | +$2.28K | 0.01% | 165 |
|
|
2022
Q2 | $30K | Hold |
151
| – | – | 0.01% | 168 |
|
|
2022
Q1 | $36K | Buy |
151
+17
| +13% | +$4.05K | 0.01% | 172 |
|
|
2021
Q4 | $34K | Sell |
134
-1
| -0.7% | -$254 | 0.01% | 173 |
|
|
2021
Q3 | $32K | Sell |
135
-22
| -14% | -$5.22K | 0.01% | 161 |
|
|
2021
Q2 | $38K | Hold |
157
| – | – | 0.01% | 144 |
|
|
2021
Q1 | $35K | Hold |
157
| – | – | 0.01% | 139 |
|
|
2020
Q4 | $33K | Sell |
157
-9
| -5% | -$1.89K | 0.01% | 134 |
|
|
2020
Q3 | $30K | Hold |
166
| – | – | 0.01% | 133 |
|
|
2020
Q2 | $28K | Hold |
166
| – | – | 0.01% | 137 |
|
|
2020
Q1 | $22K | Buy |
166
+59
| +55% | +$7.82K | 0.01% | 145 |
|
|
2019
Q4 | $20K | Buy |
+107
| New | +$20K | 0.01% | 178 |
|