Private Wealth Management Group’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 | $1.12K | Sell |
4
-36
| -90% | -$10.1K | ﹤0.01% | 1249 |
|
2025
Q1 | $10.3K | Hold |
40
| – | – | ﹤0.01% | 459 |
|
2024
Q4 | $10.6K | Hold |
40
| – | – | ﹤0.01% | 452 |
|
2024
Q3 | $10.6K | Hold |
40
| – | – | ﹤0.01% | 442 |
|
2024
Q2 | $9.68K | Hold |
40
| – | – | ﹤0.01% | 449 |
|
2024
Q1 | $10K | Sell |
40
-117
| -75% | -$29.2K | ﹤0.01% | 408 |
|
2023
Q4 | $36.5K | Buy |
+157
| New | +$36.5K | 0.02% | 193 |
|