Indie Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,510
| Closed | -$318K | – | 89 |
|
|
2023
Q1 | $318K | Hold |
1,510
| – | – | 0.37% | 48 |
|
|
2022
Q4 | $308K | Sell |
1,510
-58
| -4% | -$11.8K | 0.34% | 56 |
|
|
2022
Q3 | $295K | Sell |
1,568
-470
| -23% | -$88.4K | 0.3% | 59 |
|
|
2022
Q2 | $401K | Sell |
2,038
-187
| -8% | -$36.8K | 0.35% | 52 |
|
|
2022
Q1 | $529K | Sell |
2,225
-160
| -7% | -$38K | 0.4% | 45 |
|
|
2021
Q4 | $608K | Hold |
2,385
| – | – | 0.44% | 40 |
|
|
2021
Q3 | $565K | Hold |
2,385
| – | – | 0.46% | 48 |
|
|
2021
Q2 | $566K | Hold |
2,385
| – | – | 0.46% | 46 |
|
|
2021
Q1 | $528K | Sell |
2,385
-35
| -1% | -$7.75K | 0.6% | 47 |
|
|
2020
Q4 | $500K | Sell |
2,420
-300
| -11% | -$62K | 0.58% | 46 |
|
|
2020
Q3 | $479K | Hold |
2,720
| – | – | 0.6% | 46 |
|
|
2020
Q2 | $483K | Buy |
+2,720
| New | +$483K | 0.61% | 44 |
|