Valley Wealth Managers’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
Q2 | $6.72K | Hold |
24
| – | – | ﹤0.01% | 257 |
|
|
2025
Q1 | $6.21K | Hold |
24
| – | – | ﹤0.01% | 290 |
|
|
2024
Q4 | $6.34K | Hold |
24
| – | – | ﹤0.01% | 306 |
|
|
2024
Q3 | $6.33K | Hold |
24
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $5.81K | Hold |
24
| – | – | ﹤0.01% | 301 |
|
|
2024
Q1 | $6K | Sell |
24
-16
| -40% | -$4K | ﹤0.01% | 265 |
|
|
2023
Q4 | $9.31K | Hold |
40
| – | – | ﹤0.01% | 273 |
|
|
2023
Q3 | $8.33K | Hold |
40
| – | – | ﹤0.01% | 294 |
|
|
2023
Q2 | $8.81K | Hold |
40
| – | – | ﹤0.01% | 276 |
|
|
2023
Q1 | $8.44K | Hold |
40
| – | – | ﹤0.01% | 293 |
|
|
2022
Q4 | $8.15K | Hold |
40
| – | – | ﹤0.01% | 308 |
|
|
2022
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 333 |
|
|
2022
Q2 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 343 |
|
|
2017
Q2 | – | Sell |
-175
| Closed | -$24K | – | 173 |
|
|
2017
Q1 | $24K | Buy |
175
+112
| +178% | +$15.4K | ﹤0.01% | 157 |
|
|
2016
Q4 | $8K | Buy |
+63
| New | +$8K | ﹤0.01% | 183 |
|