Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $491K | Sell |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $235K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $650K | Hold |
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|
2020
Q1 | $522K | Buy |
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|
2019
Q4 | $456K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $131K | Buy |
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|
2018
Q1 | $14K | Buy |
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