Symphony Financial’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 | – | Sell |
-1,889
| Closed | -$497K | – | 249 |
|
|
2024
Q3 | $497K | Sell |
1,889
-1,697
| -47% | -$447K | 0.08% | 143 |
|
|
2024
Q2 | $869K | Sell |
3,586
-19
| -0.5% | -$4.6K | 0.16% | 105 |
|
|
2024
Q1 | $901K | Buy |
3,605
+9
| +0.3% | +$2.25K | 0.21% | 90 |
|
|
2023
Q4 | $819K | Sell |
3,596
-52
| -1% | -$11.8K | 0.18% | 99 |
|
|
2023
Q3 | $751K | Buy |
3,648
+148
| +4% | +$30.5K | 0.18% | 92 |
|
|
2023
Q2 | $763K | Sell |
3,500
-477
| -12% | -$104K | 0.19% | 100 |
|
|
2023
Q1 | $825K | Buy |
3,977
+15
| +0.4% | +$3.11K | 0.21% | 94 |
|
|
2022
Q4 | $815K | Buy |
3,962
+22
| +0.6% | +$4.53K | 0.22% | 90 |
|
|
2022
Q3 | $747K | Buy |
3,940
+60
| +2% | +$11.4K | 0.24% | 92 |
|
|
2022
Q2 | $770K | Buy |
3,880
+17
| +0.4% | +$3.37K | 0.23% | 88 |
|
|
2022
Q1 | $909K | Buy |
+3,863
| New | +$909K | 0.21% | 90 |
|
|
2021
Q2 | – | Sell |
-3,767
| Closed | -$856K | – | 201 |
|
|
2021
Q1 | $856K | Buy |
+3,767
| New | +$856K | 0.23% | 73 |
|