Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,946
| Closed | -$1.75M | – | 370 |
|
|
2023
Q2 | $1.75M | Sell |
7,946
-849
| -10% | -$187K | 0.34% | 75 |
|
|
2023
Q1 | $1.86M | Sell |
8,795
-285
| -3% | -$60.1K | 0.38% | 71 |
|
|
2022
Q4 | $1.85M | Sell |
9,080
-3,084
| -25% | -$629K | 0.4% | 71 |
|
|
2022
Q3 | $2.29M | Sell |
12,164
-471
| -4% | -$88.6K | 0.53% | 49 |
|
|
2022
Q2 | $2.49M | Buy |
12,635
+2,009
| +19% | +$396K | 0.51% | 57 |
|
|
2022
Q1 | $2.53M | Sell |
10,626
-224
| -2% | -$53.3K | 0.42% | 61 |
|
|
2021
Q4 | $2.76M | Buy |
+10,850
| New | +$2.76M | 0.44% | 58 |
|
|
2021
Q1 | – | Sell |
-4,858
| Closed | -$1M | – | 362 |
|
|
2020
Q4 | $1M | Buy |
+4,858
| New | +$1M | 0.21% | 121 |
|