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