YWS
Yarger Wealth Strategies’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
6,661
-437
| -6% | -$122K | 0.97% | 28 |
|
|
2025
Q1 | $1.84M | Buy |
7,098
+31
| +0.4% | +$8.02K | 1.07% | 28 |
|
|
2024
Q4 | $1.87M | Sell |
7,067
-32
| -0.5% | -$8.45K | 1.08% | 27 |
|
|
2024
Q3 | $1.87M | Buy |
7,099
+89
| +1% | +$23.5K | 1.04% | 27 |
|
|
2024
Q2 | $1.7M | Hold |
7,010
| – | – | 1.02% | 27 |
|
|
2024
Q1 | $1.75M | Sell |
7,010
-9,321
| -57% | -$2.33M | 1.19% | 26 |
|
|
2023
Q4 | $3.8M | Buy |
16,331
+449
| +3% | +$104K | 3.07% | 14 |
|
|
2023
Q3 | $3.31M | Buy |
15,882
+128
| +0.8% | +$26.7K | 2.81% | 12 |
|
|
2023
Q2 | $3.47M | Buy |
15,754
+1,309
| +9% | +$288K | 3.12% | 10 |
|
|
2023
Q1 | $3.05M | Buy |
14,445
+1,013
| +8% | +$214K | 3.34% | 12 |
|
|
2022
Q4 | $2.74M | Sell |
13,432
-1,393
| -9% | -$284K | 3.39% | 11 |
|
|
2022
Q3 | $2.79M | Sell |
14,825
-8,852
| -37% | -$1.66M | 3.7% | 11 |
|
|
2022
Q2 | $4.8M | Buy |
23,677
+10,944
| +86% | +$2.22M | 6.19% | 5 |
|
|
2022
Q1 | $3.03M | Sell |
12,733
-746
| -6% | -$177K | 3.95% | 9 |
|
|
2021
Q4 | $3.43M | Buy |
+13,479
| New | +$3.43M | 3.7% | 12 |
|