Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-290
| Closed | -$69K | – | 383 |
|
|
2021
Q2 | $69K | Buy |
+290
| New | +$69K | 0.03% | 140 |
|
|
2020
Q1 | – | Sell |
-290
| Closed | -$52K | – | 596 |
|
|
2019
Q4 | $52K | Hold |
290
| – | – | 0.02% | 140 |
|
|
2019
Q3 | $49K | Sell |
290
-230
| -44% | -$38.9K | 0.02% | 147 |
|
|
2019
Q2 | $87K | Buy |
+520
| New | +$87K | 0.04% | 94 |
|