Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.17M | Buy |
5,951
+90
| +2% | +$17.7K | 0.3% | 65 |
|
|
2022
Q1 | $1.39M | Sell |
5,861
-800
| -12% | -$190K | 0.3% | 65 |
|
|
2021
Q4 | $1.7M | Buy |
6,661
+785
| +13% | +$200K | 0.33% | 70 |
|
|
2021
Q3 | $1.39M | Hold |
5,876
| – | – | 0.3% | 72 |
|
|
2021
Q2 | $1.39M | Buy |
5,876
+285
| +5% | +$67.5K | 0.3% | 75 |
|
|
2021
Q1 | $1.24M | Hold |
5,591
| – | – | 0.32% | 79 |
|
|
2020
Q4 | $1.16M | Hold |
5,591
| – | – | 0.34% | 74 |
|
|
2020
Q3 | $985K | Sell |
5,591
-500
| -8% | -$88.1K | 0.37% | 70 |
|
|
2020
Q2 | $998K | Sell |
6,091
-210
| -3% | -$34.4K | 0.5% | 63 |
|
|
2020
Q1 | $830K | Sell |
6,301
-5,406
| -46% | -$712K | 0.59% | 55 |
|
|
2019
Q4 | $2.15M | Buy |
+11,707
| New | +$2.15M | 0.98% | 34 |
|