NewSquare Capital’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 | – | Sell |
-170
| Closed | -$44.9K | – | 1242 |
|
|
2024
Q4 | $44.9K | Buy |
+170
| New | +$44.9K | ﹤0.01% | 195 |
|
|
2023
Q3 | – | Sell |
-17
| Closed | -$3.74K | – | 915 |
|
|
2023
Q2 | $3.74K | Buy |
+17
| New | +$3.74K | ﹤0.01% | 452 |
|
|
2023
Q1 | – | Sell |
-1,431
| Closed | -$292K | – | 971 |
|
|
2022
Q4 | $292K | Sell |
1,431
-57
| -4% | -$11.6K | 0.04% | 146 |
|
|
2022
Q3 | $280K | Buy |
1,488
+1,222
| +459% | +$230K | 0.04% | 143 |
|
|
2022
Q2 | $52K | Hold |
266
| – | – | 0.01% | 189 |
|
|
2022
Q1 | $63K | Buy |
+266
| New | +$63K | 0.01% | 194 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$4K | – | 442 |
|
|
2019
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 270 |
|