Pin Oak Investment Advisors’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 | $34K | Hold |
133
| – | – | 0.03% | 227 |
|
2025
Q1 | $34K | Hold |
133
| – | – | 0.03% | 219 |
|
2024
Q4 | $35K | Hold |
133
| – | – | 0.03% | 218 |
|
2024
Q3 | $35K | Buy |
+133
| New | +$35K | 0.03% | 219 |
|
2018
Q2 | – | Sell |
-304
| Closed | -$47K | – | 448 |
|
2018
Q1 | $47K | Buy |
+304
| New | +$47K | 0.04% | 194 |
|