TI
tru Independence’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
1,022
| – | – | 0.08% | 104 |
|
|
2025
Q1 | $264K | Hold |
1,022
| – | – | 0.08% | 102 |
|
|
2024
Q4 | $270K | Sell |
1,022
-50
| -5% | -$13.2K | 0.08% | 99 |
|
|
2024
Q3 | $283K | Buy |
+1,072
| New | +$283K | 0.08% | 100 |
|
|
2021
Q2 | – | Sell |
-2,911
| Closed | -$644K | – | 397 |
|
|
2021
Q1 | $644K | Buy |
+2,911
| New | +$644K | 0.12% | 153 |
|
|
2020
Q4 | – | Sell |
-2,127
| Closed | -$375K | – | 837 |
|
|
2020
Q3 | $375K | Sell |
2,127
-42,614
| -95% | -$7.51M | 0.11% | 125 |
|
|
2020
Q2 | $6.1K | Buy |
44,741
+18,917
| +73% | +$2.58K | 0.88% | 16 |
|
|
2020
Q1 | $2.95K | Buy |
25,824
+23,626
| +1,075% | +$2.7K | 0.48% | 56 |
|
|
2019
Q4 | $289K | Buy |
+2,198
| New | +$289K | 0.04% | 216 |
|