T
TCWP’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,345
| Closed | -$568K | – | 57 |
|
|
2024
Q2 | $568K | Buy |
2,345
+141
| +6% | +$34.1K | 1.39% | 21 |
|
|
2024
Q1 | $551K | Hold |
2,204
| – | – | 1.46% | 22 |
|
|
2023
Q4 | $513K | Buy |
+2,204
| New | +$513K | 1.45% | 24 |
|
|
2023
Q2 | – | Sell |
-13,817
| Closed | -$2.91M | – | 252 |
|
|
2023
Q1 | $2.91M | Buy |
13,817
+856
| +7% | +$181K | 0.55% | 55 |
|
|
2022
Q4 | $2.64M | Buy |
12,961
+161
| +1% | +$32.8K | 0.54% | 62 |
|
|
2022
Q3 | $2.41M | Buy |
+12,800
| New | +$2.41M | 0.51% | 64 |
|
|
2022
Q2 | – | Sell |
-354
| Closed | -$84K | – | 1700 |
|
|
2022
Q1 | $84K | Buy |
+354
| New | +$84K | 0.02% | 388 |
|