Jay D. Rosenbaum’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
Q3 | – | Sell |
-960
| Closed | -$232K | – | 28 |
|
|
2024
Q2 | $232K | Buy |
+960
| New | +$232K | 1.32% | 25 |
|
|
2023
Q4 | – | Sell |
-1,761
| Closed | -$367K | – | 64 |
|
|
2023
Q3 | $367K | Buy |
1,761
+408
| +30% | +$85K | 0.61% | 49 |
|
|
2023
Q2 | $298K | Buy |
+1,353
| New | +$298K | 0.48% | 53 |
|