Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.57M | Buy |
12,182
+2,255
| +23% | +$476K | 1% | 30 |
|
|
2022
Q4 | $2.02M | Sell |
9,927
-2,291
| -19% | -$467K | 0.81% | 31 |
|
|
2022
Q3 | $2.49M | Buy |
12,218
+4,439
| +57% | +$905K | 1% | 28 |
|
|
2022
Q2 | $1.53M | Buy |
7,779
+1,423
| +22% | +$280K | 0.59% | 33 |
|
|
2022
Q1 | $1.51M | Buy |
6,356
+2,093
| +49% | +$498K | 0.49% | 35 |
|
|
2021
Q4 | $1.09M | Sell |
4,263
-17,284
| -80% | -$4.4M | 0.43% | 35 |
|
|
2021
Q3 | $5.1M | Buy |
21,547
+40
| +0.2% | +$9.47K | 1.5% | 22 |
|
|
2021
Q2 | $5.22M | Sell |
21,507
-44
| -0.2% | -$10.7K | 1.51% | 22 |
|
|
2021
Q1 | $4.77M | Buy |
21,551
+2,893
| +16% | +$640K | 1.57% | 22 |
|
|
2020
Q4 | $3.86M | Buy |
18,658
+148
| +0.8% | +$30.6K | 1.46% | 20 |
|
|
2020
Q3 | $3.26M | Buy |
18,510
+74
| +0.4% | +$13K | 1.2% | 22 |
|
|
2020
Q2 | $3.02M | Hold |
18,436
| – | – | 0.59% | 16 |
|
|
2020
Q1 | $2.43M | Buy |
18,436
+325
| +2% | +$42.8K | 0.51% | 21 |
|
|
2019
Q4 | $3.23M | Buy |
+18,111
| New | +$3.23M | 0.61% | 15 |
|