WR Wealth Planners’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
Q4 | $19K | Buy |
72
+11
| +18% | +$2.91K | 0.01% | 470 |
|
|
2024
Q3 | $16.1K | Hold |
61
| – | – | ﹤0.01% | 549 |
|
|
2024
Q2 | $14.8K | Buy |
61
+46
| +307% | +$11.1K | ﹤0.01% | 505 |
|
|
2024
Q1 | $3.75K | Buy |
+15
| New | +$3.75K | ﹤0.01% | 778 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$1.46K | – | 843 |
|
|
2023
Q3 | $1.46K | Hold |
7
| – | – | ﹤0.01% | 805 |
|
|
2023
Q2 | $1.54K | Hold |
7
| – | – | ﹤0.01% | 797 |
|
|
2023
Q1 | $1.48K | Sell |
7
-11
| -61% | -$2.32K | ﹤0.01% | 812 |
|
|
2022
Q4 | $3.67K | Hold |
18
| – | – | ﹤0.01% | 358 |
|
|
2022
Q3 | $3.38K | Hold |
18
| – | – | ﹤0.01% | 351 |
|
|
2022
Q2 | $3.55K | Buy |
18
+11
| +157% | +$2.17K | ﹤0.01% | 376 |
|
|
2022
Q1 | $1.67K | Buy |
+7
| New | +$1.67K | ﹤0.01% | 438 |
|