Ten Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.53M | Sell |
20,595
-3,775
| -15% | -$831K | 1.32% | 14 |
|
|
2023
Q1 | $5.14M | Buy |
24,370
+1,778
| +8% | +$375K | 1.67% | 11 |
|
|
2022
Q4 | $4.6M | Buy |
22,592
+499
| +2% | +$102K | 1.85% | 12 |
|
|
2022
Q3 | $4.15M | Buy |
22,093
+1,246
| +6% | +$234K | 1.89% | 11 |
|
|
2022
Q2 | $4.11M | Buy |
20,847
+1,329
| +7% | +$262K | 1.79% | 11 |
|
|
2022
Q1 | $4.64M | Buy |
19,518
+5,799
| +42% | +$1.38M | 1.94% | 11 |
|
|
2021
Q4 | $3.5M | Buy |
13,719
+3,077
| +29% | +$784K | 1.43% | 16 |
|
|
2021
Q3 | $2.52M | Buy |
10,642
+6,040
| +131% | +$1.43M | 1.18% | 16 |
|
|
2021
Q2 | $1.09M | Buy |
4,602
+2,300
| +100% | +$546K | 0.25% | 74 |
|
|
2021
Q1 | $509K | Buy |
2,302
+1,235
| +116% | +$273K | 0.12% | 92 |
|
|
2020
Q4 | $221K | Buy |
+1,067
| New | +$221K | 0.06% | 120 |
|