Wagner Wealth Management’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 |
-97
| Closed | -$25.6K | – | 251 |
|
|
2024
Q4 | $25.6K | Buy |
+97
| New | +$25.6K | 0.01% | 168 |
|
|
2024
Q3 | – | Sell |
-890
| Closed | -$215K | – | 264 |
|
|
2024
Q2 | $215K | Sell |
890
-35
| -4% | -$8.47K | 0.06% | 124 |
|
|
2024
Q1 | $231K | Hold |
925
| – | – | 0.07% | 117 |
|
|
2023
Q4 | $215K | Buy |
925
+414
| +81% | +$96.3K | 0.07% | 119 |
|
|
2023
Q3 | $106K | Buy |
511
+199
| +64% | +$41.4K | 0.04% | 121 |
|
|
2023
Q2 | $68.7K | Buy |
+312
| New | +$68.7K | 0.03% | 135 |
|