True Wealth Design’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25
| Closed | -$6.6K | – | 2688 |
|
|
2024
Q4 | $6.6K | Hold |
25
| – | – | ﹤0.01% | 482 |
|
|
2024
Q3 | $6.6K | Hold |
25
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $6.05K | Hold |
25
| – | – | ﹤0.01% | 266 |
|
|
2024
Q1 | $6.25K | Hold |
25
| – | – | ﹤0.01% | 266 |
|
|
2023
Q4 | $5.82K | Sell |
25
-25
| -50% | -$5.82K | ﹤0.01% | 256 |
|
|
2023
Q3 | $10.4K | Buy |
50
+25
| +100% | +$5.21K | ﹤0.01% | 205 |
|
|
2023
Q2 | $5.5K | Hold |
25
| – | – | ﹤0.01% | 240 |
|
|
2023
Q1 | $5.27K | Hold |
25
| – | – | ﹤0.01% | 274 |
|
|
2022
Q4 | $5.1K | Buy |
+25
| New | +$5.1K | ﹤0.01% | 250 |
|