Total Clarity Wealth Management’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
Q3 | – | Sell |
-1,217
| Closed | -$268K | – | 240 |
|
|
2023
Q2 | $268K | Sell |
1,217
-183
| -13% | -$40.3K | 0.13% | 169 |
|
|
2023
Q1 | $295K | Sell |
1,400
-306
| -18% | -$64.5K | 0.16% | 128 |
|
|
2022
Q4 | $348K | Buy |
1,706
+99
| +6% | +$20.2K | 0.18% | 142 |
|
|
2022
Q3 | $302K | Buy |
1,607
+371
| +30% | +$69.7K | 0.19% | 151 |
|
|
2022
Q2 | $244K | Buy |
1,236
+270
| +28% | +$53.3K | 0.13% | 170 |
|
|
2022
Q1 | $230K | Sell |
966
-4,117
| -81% | -$980K | 0.13% | 195 |
|
|
2021
Q4 | $1.3M | Sell |
5,083
-718
| -12% | -$183K | 0.59% | 42 |
|
|
2021
Q3 | $1.37M | Sell |
5,801
-35
| -0.6% | -$8.28K | 0.65% | 37 |
|
|
2021
Q2 | $1.39M | Sell |
5,836
-9,790
| -63% | -$2.32M | 0.77% | 38 |
|
|
2021
Q1 | $3.46M | Sell |
15,626
-4,467
| -22% | -$989K | 1.99% | 6 |
|
|
2020
Q4 | $4.16M | Buy |
20,093
+116
| +0.6% | +$24K | 2.89% | 4 |
|
|
2020
Q3 | $3.52M | Sell |
19,977
-344
| -2% | -$60.6K | 3.07% | 3 |
|
|
2020
Q2 | $3.33M | Buy |
+20,321
| New | +$3.33M | 3.06% | 4 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$5K | – | 608 |
|
|
2019
Q4 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 595 |
|