Provence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $97.1K | Sell |
417
-400
| -49% | -$93.1K | 0.05% | 183 |
|
|
2023
Q3 | $170K | Buy |
+817
| New | +$170K | 0.1% | 145 |
|
|
2022
Q3 | – | Sell |
-1,045
| Closed | -$206K | – | 55 |
|
|
2022
Q2 | $206K | Buy |
1,045
+195
| +23% | +$38.4K | 0.27% | 53 |
|
|
2022
Q1 | $202K | Sell |
850
-5
| -0.6% | -$1.19K | 0.23% | 59 |
|
|
2021
Q4 | $218K | Buy |
+855
| New | +$218K | 0.25% | 68 |
|