J.W. Burns & Co’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 |
-1,084
| Closed | -$229K | – | 174 |
|
|
2023
Q1 | $229K | Sell |
1,084
-50
| -4% | -$10.6K | 0.04% | 166 |
|
|
2022
Q4 | $231K | Buy |
+1,134
| New | +$231K | 0.04% | 165 |
|
|
2022
Q2 | – | Sell |
-900
| Closed | -$214K | – | 175 |
|
|
2022
Q1 | $214K | Hold |
900
| – | – | 0.03% | 169 |
|
|
2021
Q4 | $229K | Hold |
900
| – | – | 0.03% | 178 |
|
|
2021
Q3 | $213K | Hold |
900
| – | – | 0.03% | 177 |
|
|
2021
Q2 | $214K | Buy |
+900
| New | +$214K | 0.03% | 177 |
|