Presilium Private Wealth’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
Q1 | – | Sell |
-1,014
| Closed | -$268K | – | 75 |
|
|
2024
Q4 | $268K | Hold |
1,014
| – | – | 0.06% | 68 |
|
|
2024
Q3 | $268K | Hold |
1,014
| – | – | 0.06% | 69 |
|
|
2024
Q2 | $245K | Sell |
1,014
-4
| -0.4% | -$968 | 0.06% | 69 |
|
|
2024
Q1 | $254K | Buy |
1,018
+4
| +0.4% | +$999 | 0.07% | 66 |
|
|
2023
Q4 | $236K | Buy |
+1,014
| New | +$236K | 0.07% | 66 |
|