Providence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,180
| Closed | -$249K | – | 94 |
|
|
2023
Q1 | $249K | Hold |
1,180
| – | – | 0.18% | 87 |
|
|
2022
Q4 | $240K | Hold |
1,180
| – | – | 0.18% | 87 |
|
|
2022
Q3 | $239K | Hold |
1,180
| – | – | 0.18% | 87 |
|
|
2022
Q2 | $234K | Hold |
1,180
| – | – | 0.17% | 92 |
|
|
2022
Q1 | $282K | Hold |
1,180
| – | – | 0.18% | 86 |
|
|
2021
Q4 | $287K | Sell |
1,180
-9
| -0.8% | -$2.19K | 0.18% | 86 |
|
|
2021
Q3 | $283K | Buy |
+1,189
| New | +$283K | 0.2% | 84 |
|