San Luis 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
2023
Q3
Sell
-3,309
Closed -$729K 159
2023
Q2
$729K Buy
3,309
+161
+5% +$35.5K 0.26% 94
2023
Q1
$664K Buy
+3,148
New +$664K 0.25% 103
2022
Q2
Sell
-764
Closed -$195K 410
2022
Q1
$195K Buy
+764
New +$195K 0.1% 154