Legacy Capital Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
6,466
-426
| -6% | -$21K | 0.07% | 292 |
|
|
2025
Q1 | $405K | Buy |
6,892
+241
| +4% | +$14.2K | 0.1% | 228 |
|
|
2024
Q4 | $350K | Buy |
6,651
+907
| +16% | +$47.7K | 0.09% | 241 |
|
|
2024
Q3 | $271K | Sell |
5,744
-27,748
| -83% | -$1.31M | 0.05% | 288 |
|
|
2024
Q2 | $8.11M | Buy |
+33,492
| New | +$8.11M | 2.07% | 8 |
|
|
2024
Q1 | – | Sell |
-39,255
| Closed | -$9.13M | – | 340 |
|
|
2023
Q4 | $9.13M | Sell |
39,255
-2,678
| -6% | -$623K | 2.59% | 7 |
|
|
2023
Q3 | $8.73M | Buy |
41,933
+12,126
| +41% | +$2.53M | 2.4% | 9 |
|
|
2023
Q2 | $6.56M | Sell |
29,807
-15,176
| -34% | -$3.34M | 5.45% | 7 |
|
|
2023
Q1 | $9.49M | Sell |
44,983
-2,531
| -5% | -$534K | 2.59% | 10 |
|
|
2022
Q4 | $9.68M | Buy |
47,514
+960
| +2% | +$196K | 4.63% | 8 |
|
|
2022
Q3 | $8.75M | Buy |
46,554
+331
| +0.7% | +$62.2K | 4.64% | 8 |
|
|
2022
Q2 | $9.11M | Buy |
46,223
+907
| +2% | +$179K | 4.58% | 8 |
|
|
2022
Q1 | $10.8M | Sell |
45,316
-21,278
| -32% | -$5.06M | 4.63% | 8 |
|
|
2021
Q4 | $16.8M | Sell |
66,594
-2,376,783
| -97% | -$598M | 6.92% | 4 |
|
|
2021
Q3 | $15.8M | Buy |
2,443,377
+2,385,920
| +4,153% | +$15.5M | 6.2% | 4 |
|
|
2021
Q2 | $13.6M | Sell |
57,457
-54,382
| -49% | -$12.9M | 7.35% | 5 |
|
|
2021
Q1 | $24.8M | Sell |
111,839
-342
| -0.3% | -$75.7K | 10.23% | 1 |
|
|
2020
Q4 | $23.2M | Buy |
+112,181
| New | +$23.2M | 9.94% | 1 |
|