Monumental Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-541
| Closed | -$114K | – | 84 |
|
|
2023
Q1 | $114K | Buy |
+541
| New | +$114K | 0.08% | 57 |
|
|
2022
Q4 | – | Sell |
-1,261
| Closed | -$237K | – | 57 |
|
|
2022
Q3 | $237K | Sell |
1,261
-23
| -2% | -$4.32K | 0.22% | 31 |
|
|
2022
Q2 | $253K | Buy |
1,284
+6
| +0.5% | +$1.18K | 0.23% | 37 |
|
|
2022
Q1 | $304K | Sell |
1,278
-242
| -16% | -$57.6K | 0.25% | 21 |
|
|
2021
Q4 | $387K | Hold |
1,520
| – | – | 0.28% | 19 |
|
|
2021
Q3 | $360K | Hold |
1,520
| – | – | 0.29% | 19 |
|
|
2021
Q2 | $361K | Buy |
+1,520
| New | +$361K | 0.31% | 19 |
|