ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $457K | Sell |
1,883
-404
| -18% | -$98K | 0.27% | 57 |
|
|
2024
Q1 | $572K | Buy |
2,287
+2
| +0.1% | +$501 | 0.11% | 156 |
|
|
2023
Q4 | $533K | Buy |
2,285
+35
| +2% | +$8.16K | 0.12% | 150 |
|
|
2023
Q3 | $465K | Buy |
2,250
+1,525
| +210% | +$315K | 0.13% | 141 |
|
|
2023
Q2 | $160K | Buy |
725
+91
| +14% | +$20K | 0.04% | 261 |
|
|
2023
Q1 | $134K | Buy |
634
+140
| +28% | +$29.5K | 0.03% | 290 |
|
|
2022
Q4 | $101K | Sell |
494
-791
| -62% | -$161K | 0.02% | 364 |
|
|
2022
Q3 | $242K | Buy |
1,285
+166
| +15% | +$31.3K | 0.05% | 306 |
|
|
2022
Q2 | $248K | Buy |
1,119
+53
| +5% | +$11.7K | 0.05% | 317 |
|
|
2022
Q1 | $233K | Buy |
+1,066
| New | +$233K | 0.04% | 327 |
|