Levy Wealth Management Group’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
Q2 | $411K | Buy |
1,696
+6
| +0.4% | +$1.45K | 0.11% | 67 |
|
|
2024
Q1 | $393K | Hold |
1,690
| – | – | 0.11% | 63 |
|
|
2023
Q4 | $393K | Buy |
1,690
+7
| +0.4% | +$1.63K | 0.11% | 63 |
|
|
2023
Q3 | $350K | Sell |
1,683
-134
| -7% | -$27.9K | 0.11% | 68 |
|
|
2023
Q2 | $400K | Buy |
1,817
+157
| +9% | +$34.6K | 0.12% | 67 |
|
|
2023
Q1 | $350K | Buy |
1,660
+146
| +10% | +$30.8K | 0.11% | 71 |
|
|
2022
Q4 | $309K | Buy |
+1,514
| New | +$309K | 0.1% | 71 |
|
|
2022
Q3 | – | Sell |
-8,059
| Closed | -$1.59M | – | 85 |
|
|
2022
Q2 | $1.59M | Sell |
8,059
-3,534
| -30% | -$696K | 0.73% | 23 |
|
|
2022
Q1 | $2.76M | Buy |
11,593
+503
| +5% | +$120K | 1.14% | 13 |
|
|
2021
Q4 | $2.83M | Sell |
11,090
-279
| -2% | -$71.1K | 1.28% | 15 |
|
|
2021
Q3 | $2.69M | Buy |
11,369
+356
| +3% | +$84.3K | 1.48% | 14 |
|
|
2021
Q2 | $2.61M | Buy |
11,013
+908
| +9% | +$216K | 1.5% | 12 |
|
|
2021
Q1 | $2.24M | Buy |
10,105
+2,498
| +33% | +$553K | 1.47% | 12 |
|
|
2020
Q4 | $1.57M | Buy |
+7,607
| New | +$1.57M | 1.12% | 14 |
|