WT Wealth Management’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
Q1 | – | Sell |
-4,844
| Closed | -$1.28M | – | 146 |
|
|
2024
Q4 | $1.28M | Sell |
4,844
-155
| -3% | -$40.9K | 0.4% | 61 |
|
|
2024
Q3 | $1.35M | Buy |
4,999
+1,137
| +29% | +$307K | 0.43% | 61 |
|
|
2024
Q2 | $937K | Sell |
3,862
-48
| -1% | -$11.6K | 0.32% | 70 |
|
|
2024
Q1 | $977K | Sell |
3,910
-955
| -20% | -$239K | 0.35% | 73 |
|
|
2023
Q4 | $1.13M | Buy |
+4,865
| New | +$1.13M | 0.45% | 65 |
|