Lazari Capital 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
Q4 | – | Sell |
-1,112
| Closed | -$293K | – | 164 |
|
|
2024
Q3 | $293K | Buy |
1,112
+135
| +14% | +$35.6K | 0.13% | 106 |
|
|
2024
Q2 | $237K | Hold |
977
| – | – | 0.11% | 115 |
|
|
2024
Q1 | $244K | Buy |
977
+2
| +0.2% | +$500 | 0.13% | 90 |
|
|
2023
Q4 | $227K | Buy |
975
+2
| +0.2% | +$465 | 0.13% | 96 |
|
|
2023
Q3 | $203K | Buy |
973
+36
| +4% | +$7.5K | 0.12% | 100 |
|
|
2023
Q2 | $206K | Buy |
+937
| New | +$206K | 0.12% | 106 |
|