Stone Asset 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 | $6.28M | Sell |
29,793
-70,168
| -70% | -$14.8M | 10.04% | 3 |
|
|
2022
Q4 | $20.4M | Buy |
99,961
+4,076
| +4% | +$831K | 12.65% | 1 |
|
|
2022
Q3 | $18M | Buy |
95,885
+3,911
| +4% | +$735K | 11.76% | 1 |
|
|
2022
Q2 | $18.1M | Buy |
91,974
+2,367
| +3% | +$466K | 11.39% | 1 |
|
|
2022
Q1 | $21.3M | Buy |
89,607
+3,810
| +4% | +$906K | 11.89% | 1 |
|
|
2021
Q4 | $21.9M | Buy |
+85,797
| New | +$21.9M | 12.87% | 1 |
|