Tradewinds LLC’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-944
| Closed | -$244K | – | 251 |
|
2025
Q1 | $244K | Hold |
944
| – | – | 0.07% | 187 |
|
2024
Q4 | $260K | Sell |
944
-546
| -37% | -$151K | 0.07% | 175 |
|
2024
Q3 | $393K | Hold |
1,490
| – | – | 0.12% | 123 |
|
2024
Q2 | $361K | Buy |
+1,490
| New | +$361K | 0.11% | 141 |
|
2023
Q3 | $330K | Buy |
+1,587
| New | +$330K | 0.19% | 84 |
|
2023
Q2 | – | Sell |
-1,777
| Closed | -$375K | – | 122 |
|
2023
Q1 | $375K | Buy |
+1,777
| New | +$375K | 0.23% | 78 |
|
2022
Q4 | – | Sell |
-1,967
| Closed | -$370K | – | 205 |
|
2022
Q3 | $370K | Sell |
1,967
-47
| -2% | -$8.84K | 0.27% | 71 |
|
2022
Q2 | $397K | Buy |
+2,014
| New | +$397K | 0.27% | 72 |
|