National 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $382K | Buy |
1,477
+40
| +3% | +$10.3K | 0.25% | 98 |
|
|
2024
Q4 | $380K | Buy |
1,437
+99
| +7% | +$26.2K | 0.25% | 94 |
|
|
2024
Q3 | $353K | Buy |
1,338
+158
| +13% | +$41.7K | 0.24% | 102 |
|
|
2024
Q2 | $286K | Sell |
1,180
-892
| -43% | -$216K | 0.22% | 107 |
|
|
2024
Q1 | $518K | Buy |
2,072
+39
| +2% | +$9.75K | 0.4% | 62 |
|
|
2023
Q4 | $473K | Buy |
2,033
+127
| +7% | +$29.5K | 0.46% | 63 |
|
|
2023
Q3 | $397K | Hold |
1,906
| – | – | 0.43% | 76 |
|
|
2023
Q2 | $422K | Buy |
1,906
+63
| +3% | +$14K | 0.44% | 71 |
|
|
2023
Q1 | $379K | Sell |
1,843
-420
| -19% | -$86.3K | 0.43% | 76 |
|
|
2022
Q4 | $461K | Buy |
2,263
+149
| +7% | +$30.4K | 0.55% | 52 |
|
|
2022
Q3 | $397K | Buy |
+2,114
| New | +$397K | 0.52% | 54 |
|