Transform Wealth’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
Q1 | $389K | Sell |
1,504
-45
| -3% | -$11.6K | 0.02% | 192 |
|
|
2024
Q4 | $409K | Buy |
1,549
+1
| +0.1% | +$264 | 0.02% | 199 |
|
|
2024
Q3 | $408K | Sell |
1,548
-39
| -2% | -$10.3K | 0.03% | 162 |
|
|
2024
Q2 | $386K | Buy |
1,587
+40
| +3% | +$9.72K | 0.03% | 159 |
|
|
2024
Q1 | $387K | Sell |
1,547
-30
| -2% | -$7.5K | 0.04% | 166 |
|
|
2023
Q4 | $367K | Sell |
1,577
-93
| -6% | -$21.6K | 0.04% | 192 |
|
|
2023
Q3 | $348K | Sell |
1,670
-1,136
| -40% | -$237K | 0.04% | 193 |
|
|
2023
Q2 | $618K | Sell |
2,806
-437
| -13% | -$96.2K | 0.06% | 161 |
|
|
2023
Q1 | $684K | Buy |
3,243
+1,156
| +55% | +$244K | 0.06% | 151 |
|
|
2022
Q4 | $425K | Buy |
+2,087
| New | +$425K | 0.05% | 151 |
|