WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-211
| Closed | -$44K | – | 111 |
|
|
2023
Q3 | $44K | Hold |
211
| – | – | 0.01% | 85 |
|
|
2023
Q2 | $46.5K | Hold |
211
| – | – | 0.01% | 85 |
|
|
2023
Q1 | $44.6K | Hold |
211
| – | – | 0.01% | 83 |
|
|
2022
Q4 | $43.1K | Hold |
211
| – | – | 0.01% | 87 |
|
|
2022
Q3 | $40K | Hold |
211
| – | – | 0.01% | 81 |
|
|
2022
Q2 | $42K | Hold |
211
| – | – | 0.01% | 83 |
|
|
2022
Q1 | $50K | Hold |
211
| – | – | 0.01% | 88 |
|
|
2021
Q4 | $54K | Hold |
211
| – | – | 0.02% | 90 |
|
|
2021
Q3 | $50K | Buy |
+211
| New | +$50K | 0.02% | 76 |
|
|
2021
Q1 | $47K | Hold |
211
| – | – | 0.02% | 67 |
|
|
2020
Q4 | $44K | Buy |
+211
| New | +$44K | 0.02% | 68 |
|