Personal CFO Solutions’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 |
-1,724
| Closed | -$455K | – | 610 |
|
|
2024
Q3 | $455K | Buy |
1,724
+77
| +5% | +$20.3K | 0.06% | 287 |
|
|
2024
Q2 | $399K | Buy |
1,647
+135
| +9% | +$32.7K | 0.06% | 303 |
|
|
2024
Q1 | $378K | Buy |
1,512
+131
| +9% | +$32.7K | 0.06% | 328 |
|
|
2023
Q4 | $321K | Buy |
+1,381
| New | +$321K | 0.06% | 361 |
|
|
2021
Q4 | – | Sell |
-979
| Closed | -$232K | – | 519 |
|
|
2021
Q3 | $232K | Buy |
979
+56
| +6% | +$13.3K | 0.05% | 387 |
|
|
2021
Q2 | $219K | Hold |
923
| – | – | 0.04% | 390 |
|
|
2021
Q1 | $204K | Buy |
+923
| New | +$204K | 0.04% | 381 |
|
|
2020
Q4 | – | Sell |
-1,573
| Closed | – | – | 407 |
|
|
2020
Q3 | $0 | Sell |
1,573
-85
| -5% | – | ﹤0.01% | 324 |
|
|
2020
Q2 | $272K | Hold |
1,658
| – | – | 0.08% | 223 |
|
|
2020
Q1 | $218K | Hold |
1,658
| – | – | 0.08% | 225 |
|
|
2019
Q4 | $295K | Sell |
1,658
-100
| -6% | -$17.8K | 0.08% | 214 |
|
|
2019
Q3 | $295K | Buy |
+1,758
| New | +$295K | 0.12% | 203 |
|