Roman Butler Fullerton & Co’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
Q4 | – | Sell |
-880
| Closed | -$236K | – | 268 |
|
|
2024
Q3 | $236K | Buy |
880
+6
| +0.7% | +$1.61K | 0.07% | 225 |
|
|
2024
Q2 | $213K | Buy |
874
+14
| +2% | +$3.41K | 0.07% | 218 |
|
|
2024
Q1 | $204K | Buy |
+860
| New | +$204K | 0.08% | 210 |
|
|
2023
Q4 | – | Sell |
-1,275
| Closed | -$263K | – | 219 |
|
|
2023
Q3 | $263K | Buy |
+1,275
| New | +$263K | 0.12% | 164 |
|