Watershed Private Wealth’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 | $1.99M | Sell |
7,118
-220
| -3% | -$61.6K | 0.73% | 29 |
|
|
2025
Q1 | $1.9M | Sell |
7,338
-174
| -2% | -$45K | 0.76% | 29 |
|
|
2024
Q4 | $1.98M | Sell |
7,512
-13
| -0.2% | -$3.43K | 0.77% | 29 |
|
|
2024
Q3 | $1.99M | Sell |
7,525
-289
| -4% | -$76.2K | 0.79% | 28 |
|
|
2024
Q2 | $1.89M | Sell |
7,814
-145
| -2% | -$35.1K | 0.8% | 28 |
|
|
2024
Q1 | $1.99M | Sell |
7,959
-2,268
| -22% | -$567K | 0.88% | 27 |
|
|
2023
Q4 | $2.38M | Sell |
10,227
-1,581
| -13% | -$368K | 1.32% | 27 |
|
|
2023
Q3 | $2.46M | Buy |
11,808
+382
| +3% | +$79.5K | 1.52% | 25 |
|
|
2023
Q2 | $2.52M | Sell |
11,426
-1,189
| -9% | -$262K | 1.52% | 26 |
|
|
2023
Q1 | $2.66M | Buy |
12,615
+2,508
| +25% | +$529K | 1.8% | 20 |
|
|
2022
Q4 | $2.06M | Buy |
+10,107
| New | +$2.06M | 1.56% | 22 |
|