Traverso Chambers Private 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
Q4 | $405K | Sell |
1,743
-20
| -1% | -$4.65K | 0.1% | 83 |
|
|
2023
Q3 | $367K | Hold |
1,763
| – | – | 0.1% | 83 |
|
|
2023
Q2 | $388K | Hold |
1,763
| – | – | 0.1% | 81 |
|
|
2023
Q1 | $372K | Hold |
1,763
| – | – | 0.1% | 80 |
|
|
2022
Q4 | $359K | Hold |
1,763
| – | – | 0.1% | 82 |
|
|
2022
Q3 | $331K | Hold |
1,763
| – | – | 0.1% | 82 |
|
|
2022
Q2 | $347K | Hold |
1,763
| – | – | 0.12% | 75 |
|
|
2022
Q1 | $419K | Hold |
1,763
| – | – | 0.12% | 74 |
|
|
2021
Q4 | $449K | Hold |
1,763
| – | – | 0.13% | 72 |
|
|
2021
Q3 | $417K | Hold |
1,763
| – | – | 0.13% | 73 |
|
|
2021
Q2 | $418K | Hold |
1,763
| – | – | 0.13% | 76 |
|
|
2021
Q1 | $390K | Sell |
1,763
-193
| -10% | -$42.7K | 0.13% | 76 |
|
|
2020
Q4 | $404K | Hold |
1,956
| – | – | 0.15% | 70 |
|
|
2020
Q3 | $345K | Sell |
1,956
-56
| -3% | -$9.88K | 0.13% | 71 |
|
|
2020
Q2 | $330K | Hold |
2,012
| – | – | 0.14% | 69 |
|
|
2020
Q1 | $265K | Buy |
2,012
+690
| +52% | +$90.9K | 0.12% | 75 |
|
|
2019
Q4 | $236K | Hold |
1,322
| – | – | 0.1% | 94 |
|
|
2019
Q3 | $222K | Sell |
1,322
-119
| -8% | -$20K | 0.11% | 91 |
|
|
2019
Q2 | $243K | Hold |
1,441
| – | – | 0.12% | 90 |
|
|
2019
Q1 | $232K | Buy |
+1,441
| New | +$232K | 0.11% | 90 |
|