Traverso Chambers Private Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $372K | Hold |
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $419K | Hold |
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|
2021
Q4 | $449K | Hold |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $418K | Hold |
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|
2021
Q1 | $390K | Sell |
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|
2020
Q4 | $404K | Hold |
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|
2020
Q3 | $345K | Sell |
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|
2020
Q2 | $330K | Hold |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $236K | Hold |
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|
2019
Q3 | $222K | Sell |
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|
2019
Q2 | $243K | Hold |
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|
2019
Q1 | $232K | Buy |
|