TW
TritonPoint Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
8,285
+983
| +13% | +$276K | 0.22% | 107 |
|
|
2025
Q1 | $1.89M | Buy |
7,302
+2,906
| +66% | +$752K | 0.18% | 117 |
|
|
2024
Q4 | $1.16M | Buy |
4,396
+540
| +14% | +$143K | 0.11% | 140 |
|
|
2024
Q3 | $1.01M | Buy |
3,856
+836
| +28% | +$220K | 0.09% | 149 |
|
|
2024
Q2 | $734K | Buy |
3,020
+368
| +14% | +$89.4K | 0.07% | 166 |
|
|
2024
Q1 | $421K | Sell |
2,652
-399
| -13% | -$63.4K | 0.04% | 220 |
|
|
2023
Q4 | $710K | Buy |
+3,051
| New | +$710K | 0.07% | 172 |
|