WealthSource Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $284K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $326K | Sell |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $285K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $229K | Sell |
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|
2017
Q4 | $269K | Buy |
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|
2017
Q3 | $225K | Sell |
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|
2017
Q2 | $229K | Buy |
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|
2017
Q1 | $220K | Buy |
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