Perfromance Wealth Partners’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
Q2 | $287K | Buy |
+1,026
| New | +$287K | 0.01% | 152 |
|
|
2024
Q1 | – | Sell |
-25,060
| Closed | -$5.83M | – | 185 |
|
|
2023
Q4 | $5.83M | Buy |
25,060
+761
| +3% | +$177K | 0.26% | 31 |
|
|
2023
Q3 | $5.06M | Buy |
24,299
+4,101
| +20% | +$854K | 0.25% | 36 |
|
|
2023
Q2 | $4.44M | Buy |
20,198
+4,754
| +31% | +$1.05M | 0.2% | 38 |
|
|
2023
Q1 | $3.26M | Buy |
15,444
+10,992
| +247% | +$2.32M | 0.17% | 46 |
|
|
2022
Q4 | $907K | Buy |
+4,452
| New | +$907K | 0.05% | 75 |
|
|
2022
Q1 | – | Sell |
-900
| Closed | -$229K | – | 190 |
|
|
2021
Q4 | $229K | Buy |
+900
| New | +$229K | 0.01% | 165 |
|