Resurgent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-89
| Closed | -$20.7K | – | 467 |
|
|
2023
Q4 | $20.7K | Sell |
89
-21
| -19% | -$4.89K | 0.01% | 488 |
|
|
2023
Q3 | $22.9K | Buy |
+110
| New | +$22.9K | 0.02% | 455 |
|
|
2023
Q2 | – | Sell |
-124
| Closed | -$26.2K | – | 521 |
|
|
2023
Q1 | $26.2K | Sell |
124
-187
| -60% | -$39.4K | 0.02% | 434 |
|
|
2022
Q4 | $63.4K | Buy |
+311
| New | +$63.4K | 0.03% | 383 |
|