Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $210K | Buy |
794
+74
| +10% | +$19.5K | 0.04% | 157 |
|
|
2024
Q3 | $190K | Buy |
720
+40
| +6% | +$10.5K | 0.04% | 176 |
|
|
2024
Q2 | $165K | Sell |
680
-72
| -10% | -$17.4K | 0.03% | 174 |
|
|
2024
Q1 | $188K | Buy |
752
+74
| +11% | +$18.5K | 0.04% | 156 |
|
|
2023
Q4 | $158K | Buy |
678
+3
| +0.4% | +$698 | 0.04% | 174 |
|
|
2023
Q3 | $141K | Buy |
675
+2
| +0.3% | +$416 | 0.04% | 178 |
|
|
2023
Q2 | $148K | Buy |
673
+3
| +0.4% | +$660 | 0.03% | 169 |
|
|
2023
Q1 | $141K | Sell |
670
-178
| -21% | -$37.6K | 0.03% | 167 |
|
|
2022
Q4 | $173K | Buy |
848
+3
| +0.4% | +$611 | 0.04% | 142 |
|
|
2022
Q3 | $159K | Buy |
845
+3
| +0.4% | +$564 | 0.04% | 147 |
|
|
2022
Q2 | $166K | Buy |
842
+2
| +0.2% | +$394 | 0.04% | 137 |
|
|
2022
Q1 | $200K | Buy |
840
+1
| +0.1% | +$238 | 0.05% | 122 |
|
|
2021
Q4 | $214K | Sell |
839
-88
| -9% | -$22.4K | 0.05% | 119 |
|
|
2021
Q3 | $219K | Buy |
927
+2
| +0.2% | +$472 | 0.06% | 114 |
|
|
2021
Q2 | $219K | Buy |
925
+888
| +2,400% | +$210K | 0.06% | 116 |
|
|
2021
Q1 | $204 | Sell |
37
-882
| -96% | -$4.86K | 0.06% | 123 |
|
|
2020
Q4 | $190K | Buy |
919
+4
| +0.4% | +$827 | 0.06% | 121 |
|
|
2020
Q3 | $161K | Buy |
915
+3
| +0.3% | +$528 | 0.06% | 125 |
|
|
2020
Q2 | $149K | Buy |
912
+4
| +0.4% | +$654 | 0.06% | 131 |
|
|
2020
Q1 | $120K | Buy |
908
+5
| +0.6% | +$661 | 0.05% | 140 |
|
|
2019
Q4 | $161K | Buy |
+903
| New | +$161K | 0.07% | 134 |
|