Janiczek 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 | $610K | Buy |
2,518
+90
| +4% | +$21.8K | 0.13% | 73 |
|
|
2024
Q1 | $607K | Buy |
2,428
+1,541
| +174% | +$385K | 0.13% | 74 |
|
|
2023
Q4 | $206K | Buy |
887
+287
| +48% | +$66.8K | 0.05% | 155 |
|
|
2023
Q3 | $125K | Buy |
+600
| New | +$125K | 0.03% | 214 |
|
|
2020
Q3 | – | Sell |
-93
| Closed | -$15K | – | 726 |
|
|
2020
Q2 | $15K | Buy |
+93
| New | +$15K | 0.01% | 130 |
|