Woodward Diversified Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,519
| Closed | -$286K | – | 148 |
|
|
2022
Q3 | $286K | Sell |
1,519
-4
| -0.3% | -$753 | 0.24% | 97 |
|
|
2022
Q2 | $300K | Sell |
1,523
-2
| -0.1% | -$394 | 0.23% | 103 |
|
|
2022
Q1 | $363K | Sell |
1,525
-16
| -1% | -$3.81K | 0.24% | 105 |
|
|
2021
Q4 | $393K | Hold |
1,541
| – | – | 0.23% | 111 |
|
|
2021
Q3 | $365K | Hold |
1,541
| – | – | 0.23% | 113 |
|
|
2021
Q2 | $366K | Hold |
1,541
| – | – | 0.21% | 116 |
|
|
2021
Q1 | $341K | Sell |
1,541
-80
| -5% | -$17.7K | 0.2% | 118 |
|
|
2020
Q4 | $335K | Buy |
+1,621
| New | +$335K | 0.22% | 105 |
|