IDA
Intelligence Driven Advisers’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,464
| Closed | -$386K | – | 121 |
|
|
2024
Q3 | $386K | Buy |
1,464
+193
| +15% | +$50.9K | 0.06% | 71 |
|
|
2024
Q2 | $308K | Hold |
1,271
| – | – | 0.04% | 82 |
|
|
2024
Q1 | $318K | Hold |
1,271
| – | – | 0.05% | 71 |
|
|
2023
Q4 | $291K | Sell |
1,271
-115
| -8% | -$26.4K | 0.05% | 67 |
|
|
2023
Q3 | $284K | Buy |
1,386
+104
| +8% | +$21.3K | 0.05% | 70 |
|
|
2023
Q2 | $279K | Buy |
1,282
+11
| +0.9% | +$2.4K | 0.05% | 76 |
|
|
2023
Q1 | $263K | Hold |
1,271
| – | – | 0.05% | 76 |
|
|
2022
Q4 | $264K | Hold |
1,271
| – | – | 0.05% | 81 |
|
|
2022
Q3 | $251K | Hold |
1,271
| – | – | 0.05% | 93 |
|
|
2022
Q2 | $254K | Sell |
1,271
-119
| -9% | -$23.8K | 0.05% | 88 |
|
|
2022
Q1 | $327K | Sell |
1,390
-391
| -22% | -$92K | 0.06% | 75 |
|
|
2021
Q4 | $406K | Buy |
+1,781
| New | +$406K | 0.07% | 65 |
|
|
2021
Q3 | – | Sell |
-2,402
| Closed | -$570K | – | 91 |
|
|
2021
Q2 | $570K | Sell |
2,402
-12,538
| -84% | -$2.98M | 0.11% | 56 |
|
|
2021
Q1 | $3.31M | Sell |
14,940
-259
| -2% | -$57.3K | 0.74% | 26 |
|
|
2020
Q4 | $3.14M | Sell |
15,199
-259
| -2% | -$53.6K | 0.7% | 29 |
|
|
2020
Q3 | $2.73M | Buy |
15,458
+7,761
| +101% | +$1.37M | 0.64% | 24 |
|
|
2020
Q2 | $1.26M | Sell |
7,697
-105
| -1% | -$17.2K | 0.45% | 40 |
|
|
2020
Q1 | $1.03M | Buy |
+7,802
| New | +$1.03M | 0.48% | 40 |
|