Redmont 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $48.4K | Buy |
+187
| New | +$48.4K | 0.09% | 79 |
|
2024
Q4 | – | Sell |
-166
| Closed | -$43.8K | – | 303 |
|
2024
Q3 | $43.8K | Buy |
166
+99
| +148% | +$26.1K | 0.07% | 96 |
|
2024
Q2 | $16.2K | Buy |
+67
| New | +$16.2K | 0.03% | 148 |
|
2022
Q1 | – | Sell |
-800
| Closed | -$204K | – | 127 |
|
2021
Q4 | $204K | Buy |
+800
| New | +$204K | 0.22% | 107 |
|