Sweet Financial Partners’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
Q3 | $2.85M | Buy |
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|
2024
Q2 | $2.6M | Buy |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $2.51M | Hold |
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|
2023
Q3 | $2.25M | Hold |
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|
2023
Q2 | $2.37M | Hold |
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|
2023
Q1 | $2.27M | Hold |
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|
2022
Q4 | $2.2M | Buy |
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|
2022
Q3 | $2M | Hold |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $2.65M | Buy |
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