Unionview LLC’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
Q4 | $499K | Sell |
1,889
-58
| -3% | -$15.3K | 0.37% | 42 |
|
2024
Q3 | $514K | Buy |
1,947
+14
| +0.7% | +$3.69K | 0.4% | 44 |
|
2024
Q2 | $468K | Buy |
1,933
+127
| +7% | +$30.8K | 0.38% | 44 |
|
2024
Q1 | $451K | Buy |
1,806
+7
| +0.4% | +$1.75K | 0.37% | 47 |
|
2023
Q4 | $419K | Sell |
1,799
-66
| -4% | -$15.4K | 0.38% | 44 |
|
2023
Q3 | $388K | Sell |
1,865
-7
| -0.4% | -$1.46K | 0.37% | 46 |
|
2023
Q2 | $412K | Sell |
1,872
-40
| -2% | -$8.8K | 0.38% | 47 |
|
2023
Q1 | $403K | Buy |
1,912
+8
| +0.4% | +$1.69K | 0.38% | 47 |
|
2022
Q4 | $388K | Buy |
1,904
+43
| +2% | +$8.77K | 0.39% | 49 |
|
2022
Q3 | $350K | Buy |
1,861
+71
| +4% | +$13.4K | 0.4% | 48 |
|
2022
Q2 | $353K | Buy |
1,790
+63
| +4% | +$12.4K | 0.39% | 49 |
|
2022
Q1 | $411K | Buy |
1,727
+496
| +40% | +$118K | 0.38% | 51 |
|
2021
Q4 | $314K | Buy |
+1,231
| New | +$314K | 0.29% | 61 |
|