Investmark Advisory Group’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 | – | Sell |
-1,807
| Closed | -$451K | – | 120 |
|
|
2024
Q1 | $451K | Hold |
1,807
| – | – | 0.25% | 75 |
|
|
2023
Q4 | $420K | Hold |
1,807
| – | – | 0.25% | 74 |
|
|
2023
Q3 | $376K | Hold |
1,807
| – | – | 0.25% | 72 |
|
|
2023
Q2 | $398K | Hold |
1,807
| – | – | 0.27% | 68 |
|
|
2023
Q1 | $381K | Sell |
1,807
-2,004
| -53% | -$423K | 0.28% | 64 |
|
|
2022
Q4 | $777K | Hold |
3,811
| – | – | 0.58% | 43 |
|
|
2022
Q3 | $716K | Hold |
3,811
| – | – | 0.64% | 38 |
|
|
2022
Q2 | $750K | Hold |
3,811
| – | – | 0.74% | 30 |
|
|
2022
Q1 | $906K | Hold |
3,811
| – | – | 0.93% | 26 |
|
|
2021
Q4 | $970K | Buy |
+3,811
| New | +$970K | 0.91% | 22 |
|