Novak Financial Planning’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
2021
Q2
$1.5M Sell
6,317
-241
-4% -$57.2K 0.73% 45
2021
Q1
$1.45M Buy
6,558
+115
+2% +$25.5K 0.8% 37
2020
Q4
$1.33M Buy
+6,443
New +$1.33M 0.78% 38