PAIM
Punch & Associates Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-45
| Closed | -$10.5K | – | 231 |
|
|
2023
Q4 | $10.5K | Hold |
45
| – | – | ﹤0.01% | 225 |
|
|
2023
Q3 | $9.37K | Sell |
45
-513
| -92% | -$107K | ﹤0.01% | 225 |
|
|
2023
Q2 | $123K | Hold |
558
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $118K | Hold |
558
| – | – | 0.01% | 208 |
|
|
2022
Q4 | $114K | Hold |
558
| – | – | 0.01% | 207 |
|
|
2022
Q3 | $105K | Hold |
558
| – | – | 0.01% | 205 |
|
|
2022
Q2 | $110K | Hold |
558
| – | – | 0.01% | 213 |
|
|
2022
Q1 | $133K | Buy |
558
+513
| +1,140% | +$122K | 0.01% | 211 |
|
|
2021
Q4 | $11K | Hold |
45
| – | – | ﹤0.01% | 239 |
|
|
2021
Q3 | $11K | Hold |
45
| – | – | ﹤0.01% | 235 |
|
|
2021
Q2 | $11K | Buy |
+45
| New | +$11K | ﹤0.01% | 241 |
|
|
2020
Q1 | – | Sell |
-501
| Closed | -$89K | – | 244 |
|
|
2019
Q4 | $89K | Buy |
+501
| New | +$89K | 0.01% | 221 |
|