Spartan Planning & 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
Q4 | $27.9K | Sell |
120
-43
| -26% | -$10K | 0.03% | 154 |
|
|
2023
Q3 | $33.9K | Buy |
+163
| New | +$33.9K | 0.04% | 94 |
|
|
2022
Q4 | $10.6K | Buy |
52
+2
| +4% | +$408 | 0.01% | 119 |
|
|
2022
Q3 | $9K | Hold |
50
| – | – | 0.01% | 57 |
|
|
2022
Q2 | $10K | Sell |
50
-89
| -64% | -$17.8K | 0.01% | 72 |
|
|
2022
Q1 | $33K | Buy |
+139
| New | +$33K | 0.04% | 98 |
|