Southern Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.57M | Buy |
|
|||||
|
2022
Q4 | $2.02M | Sell |
|
|||||
|
2022
Q3 | $2.49M | Buy |
|
|||||
|
2022
Q2 | $1.53M | Buy |
|
|||||
|
2022
Q1 | $1.51M | Buy |
|
|||||
|
2021
Q4 | $1.09M | Sell |
|
|||||
|
2021
Q3 | $5.1M | Buy |
|
|||||
|
2021
Q2 | $5.22M | Sell |
|
|||||
|
2021
Q1 | $4.77M | Buy |
|
|||||
|
2020
Q4 | $3.86M | Buy |
|
|||||
|
2020
Q3 | $3.26M | Buy |
|
|||||
|
2020
Q2 | $3.02M | Hold |
|
|||||
|
2020
Q1 | $2.43M | Buy |
|
|||||
|
2019
Q4 | $3.23M | Buy |
|