TFO Wealth 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
Q2 | – | Sell |
-300
| Closed | -$75K | – | 724 |
|
|
2024
Q1 | $75K | Hold |
300
| – | – | 0.01% | 49 |
|
|
2023
Q4 | $69.8K | Sell |
300
-140
| -32% | -$32.6K | 0.01% | 53 |
|
|
2023
Q3 | $96.9K | Buy |
+440
| New | +$96.9K | 0.02% | 61 |
|
|
2022
Q3 | – | Sell |
-885
| Closed | -$174K | – | 487 |
|
|
2022
Q2 | $174K | Buy |
+885
| New | +$174K | 0.04% | 46 |
|
|
2022
Q1 | – | Sell |
-269
| Closed | -$67K | – | 169 |
|
|
2021
Q4 | $67K | Buy |
+269
| New | +$67K | 0.01% | 56 |
|