Westshore 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 | $730K | Sell |
2,609
-100
| -4% | -$28K | 0.28% | 34 |
|
|
2025
Q1 | $701K | Buy |
2,709
+2
| +0.1% | +$517 | 0.3% | 29 |
|
|
2024
Q4 | $715K | Buy |
2,707
+1
| +0% | +$264 | 0.29% | 30 |
|
|
2024
Q3 | $714K | Buy |
2,706
+3
| +0.1% | +$791 | 0.29% | 26 |
|
|
2024
Q2 | $654K | Sell |
2,703
-13
| -0.5% | -$3.15K | 0.27% | 29 |
|
|
2024
Q1 | $679K | Buy |
2,716
+106
| +4% | +$26.5K | 0.28% | 29 |
|
|
2023
Q4 | $607K | Hold |
2,610
| – | – | 0.28% | 29 |
|
|
2023
Q3 | $543K | Sell |
2,610
-172
| -6% | -$35.8K | 0.3% | 29 |
|
|
2023
Q2 | $613K | Buy |
2,782
+1
| +0% | +$220 | 0.31% | 29 |
|
|
2023
Q1 | $587K | Sell |
2,781
-133
| -5% | -$28.1K | 0.31% | 31 |
|
|
2022
Q4 | $594K | Buy |
2,914
+504
| +21% | +$103K | 0.34% | 32 |
|
|
2022
Q3 | $453K | Buy |
2,410
+117
| +5% | +$22K | 0.31% | 30 |
|
|
2022
Q2 | $452K | Buy |
+2,293
| New | +$452K | 0.29% | 39 |
|