Transparent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $7.34M | Buy |
34,790
+967
| +3% | +$204K | 5.36% | 6 |
|
|
2022
Q4 | $6.89M | Sell |
33,823
-58
| -0.2% | -$11.8K | 5.39% | 6 |
|
|
2022
Q3 | $6.37M | Buy |
33,881
+35
| +0.1% | +$6.58K | 5.36% | 6 |
|
|
2022
Q2 | $6.67M | Buy |
33,846
+30,418
| +887% | +$5.99M | 5.89% | 6 |
|
|
2022
Q1 | $815K | Sell |
3,428
-44,531
| -93% | -$10.6M | 0.69% | 26 |
|
|
2021
Q4 | $12.2M | Buy |
+47,959
| New | +$12.2M | 9.18% | 4 |
|