Retirement Group’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 | $80.2K | Hold |
321
| – | – | 0.03% | 186 |
|
|
2023
Q4 | $74.6K | Sell |
321
-54
| -14% | -$12.6K | 0.03% | 178 |
|
|
2023
Q3 | $78.1K | Buy |
375
+1
| +0.3% | +$208 | 0.03% | 160 |
|
|
2023
Q2 | $82.4K | Hold |
374
| – | – | 0.03% | 155 |
|
|
2023
Q1 | $79K | Buy |
374
+1
| +0.3% | +$211 | 0.04% | 152 |
|
|
2022
Q4 | $76K | Buy |
373
+121
| +48% | +$24.7K | 0.04% | 147 |
|
|
2022
Q3 | $47K | Sell |
252
-227
| -47% | -$42.3K | 0.04% | 129 |
|
|
2022
Q2 | $94K | Buy |
479
+174
| +57% | +$34.1K | 0.04% | 160 |
|
|
2022
Q1 | $73K | Hold |
305
| – | – | 0.03% | 197 |
|
|
2021
Q4 | $78K | Buy |
305
+1
| +0.3% | +$256 | 0.03% | 184 |
|
|
2021
Q3 | $72K | Hold |
304
| – | – | 0.03% | 189 |
|
|
2021
Q2 | $72K | Buy |
304
+1
| +0.3% | +$237 | 0.03% | 195 |
|
|
2021
Q1 | $67K | Sell |
303
-126
| -29% | -$27.9K | 0.03% | 238 |
|
|
2020
Q4 | $88K | Sell |
429
-38
| -8% | -$7.8K | 0.04% | 196 |
|
|
2020
Q3 | $82K | Hold |
467
| – | – | 0.05% | 202 |
|
|
2020
Q2 | $77K | Buy |
+467
| New | +$77K | 0.05% | 199 |
|
|
2019
Q4 | $116K | Buy |
+651
| New | +$116K | 0.08% | 154 |
|