Orgel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,512
| Closed | -$360K | – | 75 |
|
|
2022
Q1 | $360K | Sell |
1,512
-20
| -1% | -$4.76K | 0.02% | 43 |
|
|
2021
Q4 | $390K | Buy |
1,532
+243
| +19% | +$61.9K | 0.04% | 39 |
|
|
2021
Q3 | $305K | Hold |
1,289
| – | – | 0.03% | 43 |
|
|
2021
Q2 | $306K | Hold |
1,289
| – | – | 0.04% | 42 |
|
|
2021
Q1 | $285K | Hold |
1,289
| – | – | 0.04% | 41 |
|
|
2020
Q4 | $267K | Hold |
1,289
| – | – | 0.05% | 41 |
|
|
2020
Q3 | $227K | Sell |
1,289
-27
| -2% | -$4.76K | 0.06% | 51 |
|
|
2020
Q2 | $216K | Buy |
+1,316
| New | +$216K | 0.08% | 47 |
|
|
2020
Q1 | – | Sell |
-1,168
| Closed | -$208K | – | 56 |
|
|
2019
Q4 | $208K | Buy |
+1,168
| New | +$208K | 0.06% | 49 |
|
|
2018
Q1 | – | Sell |
-1,638
| Closed | -$254K | – | 46 |
|
|
2017
Q4 | $254K | Buy |
+1,638
| New | +$254K | 0.06% | 36 |
|