Wellspring Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-991
| Closed | -$231K | – | 152 |
|
|
2023
Q4 | $231K | Buy |
+991
| New | +$231K | 0.06% | 114 |
|
|
2022
Q3 | – | Sell |
-1,043
| Closed | -$205K | – | 105 |
|
|
2022
Q2 | $205K | Sell |
1,043
-1,355
| -57% | -$266K | 0.07% | 82 |
|
|
2022
Q1 | $570K | Sell |
2,398
-590
| -20% | -$140K | 0.17% | 51 |
|
|
2021
Q4 | $761K | Hold |
2,988
| – | – | 0.21% | 48 |
|
|
2021
Q3 | $707K | Sell |
2,988
-111
| -4% | -$26.3K | 0.21% | 49 |
|
|
2021
Q2 | $736K | Sell |
3,099
-1,267
| -29% | -$301K | 0.23% | 46 |
|
|
2021
Q1 | $575K | Buy |
4,366
+868
| +25% | +$114K | 0.28% | 41 |
|
|
2020
Q4 | $723K | Sell |
3,498
-178
| -5% | -$36.8K | 0.25% | 45 |
|
|
2020
Q3 | $648K | Sell |
3,676
-606
| -14% | -$107K | 0.25% | 43 |
|
|
2020
Q2 | $702K | Sell |
4,282
-84
| -2% | -$13.8K | 0.29% | 41 |
|
|
2020
Q1 | $575K | Buy |
+4,366
| New | +$575K | 0.28% | 41 |
|