Soundmark Wealth Management’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
2021 Q4	–	Sell	-1,672	Closed	-$396K	–	72
2021 Q3	$396K	Sell	1,672 -60	-3%	-$14.2K	0.14%	51
2021 Q2	$412K	Buy	1,732 +75	+5%	+$17.8K	0.17%	44
2021 Q1	$367K	Sell	1,657 -232	-12%	-$51.4K	0.2%	44
2020 Q4	$391K	Buy	+1,889	New	+$391K	0.25%	38