Triumph Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,991
| Closed | -$463K | – | 262 |
|
|
2023
Q4 | $463K | Buy |
1,991
+187
| +10% | +$43.5K | 0.2% | 104 |
|
|
2023
Q3 | $376K | Buy |
1,804
+461
| +34% | +$96K | 0.17% | 125 |
|
|
2023
Q2 | $296K | Sell |
1,343
-48
| -3% | -$10.6K | 0.13% | 152 |
|
|
2023
Q1 | $293K | Sell |
1,391
-241
| -15% | -$50.8K | 0.15% | 135 |
|
|
2022
Q4 | $333K | Buy |
1,632
+144
| +10% | +$29.4K | 0.18% | 130 |
|
|
2022
Q3 | $280K | Buy |
1,488
+303
| +26% | +$57K | 0.15% | 136 |
|
|
2022
Q2 | $233K | Sell |
1,185
-139
| -10% | -$27.3K | 0.12% | 168 |
|
|
2022
Q1 | $315K | Buy |
+1,324
| New | +$315K | 0.14% | 158 |
|