Madison 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 | $316K | Sell |
1,516
-45
| -3% | -$9.37K | 0.07% | 130 |
|
|
2023
Q2 | $344K | Hold |
1,561
| – | – | 0.07% | 128 |
|
|
2023
Q1 | $329K | Buy |
1,561
+1
| +0.1% | +$211 | 0.07% | 125 |
|
|
2022
Q4 | $318K | Buy |
1,560
+21
| +1% | +$4.28K | 0.07% | 123 |
|
|
2022
Q3 | $289K | Buy |
1,539
+134
| +10% | +$25.2K | 0.07% | 133 |
|
|
2022
Q2 | $277K | Buy |
1,405
+13
| +0.9% | +$2.56K | 0.07% | 135 |
|
|
2022
Q1 | $331K | Hold |
1,392
| – | – | 0.07% | 132 |
|
|
2021
Q4 | $355K | Hold |
1,392
| – | – | 0.07% | 129 |
|
|
2021
Q3 | $330K | Buy |
1,392
+23
| +2% | +$5.45K | 0.07% | 127 |
|
|
2021
Q2 | $325K | Sell |
1,369
-154
| -10% | -$36.6K | 0.07% | 130 |
|
|
2021
Q1 | $337K | Buy |
1,523
+238
| +19% | +$52.7K | 0.08% | 121 |
|
|
2020
Q4 | $266K | Buy |
1,285
+130
| +11% | +$26.9K | 0.07% | 127 |
|
|
2020
Q3 | $204K | Buy |
+1,155
| New | +$204K | 0.06% | 128 |
|