Sweet Financial Partners’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
Q3 | $2.85M | Buy |
10,806
+75
| +0.7% | +$19.8K | 0.62% | 36 |
|
|
2024
Q2 | $2.6M | Buy |
10,731
+2
| +0% | +$484 | 0.59% | 38 |
|
|
2024
Q1 | $2.68M | Sell |
10,729
-52
| -0.5% | -$13K | 0.62% | 34 |
|
|
2023
Q4 | $2.51M | Hold |
10,781
| – | – | 0.6% | 35 |
|
|
2023
Q3 | $2.25M | Hold |
10,781
| – | – | 0.59% | 29 |
|
|
2023
Q2 | $2.37M | Hold |
10,781
| – | – | 0.62% | 28 |
|
|
2023
Q1 | $2.27M | Hold |
10,781
| – | – | 0.63% | 27 |
|
|
2022
Q4 | $2.2M | Buy |
10,781
+135
| +1% | +$27.5K | 0.65% | 25 |
|
|
2022
Q3 | $2M | Hold |
10,646
| – | – | 0.64% | 23 |
|
|
2022
Q2 | $2.1M | Buy |
10,646
+1
| +0% | +$197 | 0.66% | 24 |
|
|
2022
Q1 | $2.53M | Buy |
10,645
+227
| +2% | +$54K | 0.68% | 23 |
|
|
2021
Q4 | $2.65M | Buy |
+10,418
| New | +$2.65M | 1.1% | 11 |
|