WealthSource Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $284K | Buy |
+1,222
| New | +$284K | 0.02% | 423 |
|
|
2022
Q2 | – | Sell |
-1,518
| Closed | -$361K | – | 604 |
|
|
2022
Q1 | $361K | Buy |
1,518
+239
| +19% | +$56.8K | 0.02% | 410 |
|
|
2021
Q4 | $326K | Sell |
1,279
-60
| -4% | -$15.3K | 0.03% | 414 |
|
|
2021
Q3 | $317K | Buy |
1,339
+139
| +12% | +$32.9K | 0.03% | 384 |
|
|
2021
Q2 | $285K | Buy |
+1,200
| New | +$285K | 0.03% | 376 |
|
|
2018
Q2 | – | Sell |
-1,488
| Closed | -$229K | – | 324 |
|
|
2018
Q1 | $229K | Sell |
1,488
-247
| -14% | -$38K | 0.07% | 250 |
|
|
2017
Q4 | $269K | Buy |
1,735
+203
| +13% | +$31.5K | 0.08% | 225 |
|
|
2017
Q3 | $225K | Sell |
1,532
-76
| -5% | -$11.2K | 0.07% | 253 |
|
|
2017
Q2 | $229K | Buy |
1,608
+27
| +2% | +$3.85K | 0.08% | 243 |
|
|
2017
Q1 | $220K | Buy |
+1,581
| New | +$220K | 0.08% | 247 |
|