Surevest’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
2022
Q3
$112K Sell
598
-124
-17% -$23.2K 0.03% 160
2022
Q2
$142K Buy
722
+159
+28% +$31.3K 0.04% 152
2022
Q1
$134K Buy
563
+379
+206% +$90.2K 0.03% 146
2021
Q4
$47K Buy
+184
New +$47K 0.01% 192