PYA Waltman Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-515
| Closed | -$97K | – | 189 |
|
|
2022
Q3 | $97K | Hold |
515
| – | – | 0.06% | 73 |
|
|
2022
Q2 | $101K | Hold |
515
| – | – | 0.06% | 76 |
|
|
2022
Q1 | $122K | Hold |
515
| – | – | 0.06% | 62 |
|
|
2021
Q4 | $131K | Buy |
+515
| New | +$131K | 0.07% | 60 |
|
|
2021
Q2 | – | Sell |
-515
| Closed | -$114K | – | 45 |
|
|
2021
Q1 | $114K | Hold |
515
| – | – | 0.06% | 36 |
|
|
2020
Q4 | $106K | Hold |
515
| – | – | 0.06% | 41 |
|
|
2020
Q3 | $91K | Buy |
+515
| New | +$91K | 0.06% | 38 |
|