Lineweaver Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,010
| Closed | -$240K | – | 154 |
|
|
2022
Q1 | $240K | Hold |
1,010
| – | – | 0.07% | 126 |
|
|
2021
Q4 | $257K | Hold |
1,010
| – | – | 0.07% | 120 |
|
|
2021
Q3 | $239K | Buy |
1,010
+2
| +0.2% | +$473 | 0.07% | 121 |
|
|
2021
Q2 | $239K | Buy |
1,008
+3
| +0.3% | +$711 | 0.08% | 111 |
|
|
2021
Q1 | $222K | Buy |
1,005
+3
| +0.3% | +$663 | 0.08% | 106 |
|
|
2020
Q4 | $207K | Buy |
+1,002
| New | +$207K | 0.08% | 94 |
|