Partnership 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
2024
Q4
Sell
-287
Closed -$75.7K 182
2024
Q3
$75.7K Sell
287
-122
-30% -$32.2K 0.05% 104
2024
Q2
$99.1K Hold
409
0.07% 116
2024
Q1
$102K Buy
409
+1
+0.2% +$250 0.07% 118
2023
Q4
$93.5K Buy
+408
New +$93.5K 0.07% 120