PRW Wealth Management’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
Q3 | $235K | Buy |
+1,197
| New | +$235K | 0.09% | 90 |
|
|
2022
Q2 | – | Sell |
-897
| Closed | -$213K | – | 123 |
|
|
2022
Q1 | $213K | Hold |
897
| – | – | 0.09% | 112 |
|
|
2021
Q4 | $229K | Sell |
897
-37
| -4% | -$9.45K | 0.11% | 93 |
|
|
2021
Q3 | $221K | Sell |
934
-8,123
| -90% | -$1.92M | 0.11% | 89 |
|
|
2021
Q2 | $2.15M | Buy |
+9,057
| New | +$2.15M | 0.63% | 40 |
|
|
2019
Q2 | – | Sell |
-461
| Closed | -$74K | – | 655 |
|
|
2019
Q1 | $74K | Sell |
461
-250
| -35% | -$40.1K | 0.07% | 107 |
|
|
2018
Q4 | $98K | Buy |
+711
| New | +$98K | 0.12% | 90 |
|