Kelly Financial Services’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
Q1 | – | Sell |
-23
| Closed | -$5.44K | – | 817 |
|
|
2023
Q4 | $5.44K | Sell |
23
-11
| -32% | -$2.6K | ﹤0.01% | 467 |
|
|
2023
Q3 | $7.15K | Sell |
34
-1
| -3% | -$210 | ﹤0.01% | 418 |
|
|
2023
Q2 | $7.72K | Sell |
35
-104
| -75% | -$22.9K | ﹤0.01% | 392 |
|
|
2023
Q1 | $29.2K | Buy |
+139
| New | +$29.2K | 0.01% | 239 |
|
|
2021
Q4 | – | Sell |
-44
| Closed | -$10.4K | – | 709 |
|
|
2021
Q3 | $10.4K | Buy |
+44
| New | +$10.4K | 0.01% | 324 |
|