Northwest 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
Q2 | – | Sell |
-961
| Closed | -$203K | – | 159 |
|
|
2023
Q1 | $203K | Buy |
+961
| New | +$203K | 0.08% | 145 |
|
|
2022
Q4 | – | Sell |
-1,121
| Closed | -$211K | – | 151 |
|
|
2022
Q3 | $211K | Sell |
1,121
-98
| -8% | -$18.4K | 0.09% | 130 |
|
|
2022
Q2 | $240K | Buy |
1,219
+40
| +3% | +$7.88K | 0.1% | 125 |
|
|
2022
Q1 | $281K | Buy |
+1,179
| New | +$281K | 0.14% | 112 |
|
|
2019
Q2 | – | Sell |
-372
| Closed | -$60K | – | 461 |
|
|
2019
Q1 | $60K | Hold |
372
| – | – | 0.05% | 207 |
|
|
2018
Q4 | $51K | Hold |
372
| – | – | 0.04% | 200 |
|
|
2018
Q3 | $61K | Sell |
372
-125
| -25% | -$20.5K | 0.05% | 199 |
|
|
2018
Q2 | $78K | Sell |
497
-182
| -27% | -$28.6K | 0.06% | 173 |
|
|
2018
Q1 | $105K | Buy |
+679
| New | +$105K | 0.08% | 144 |
|