YorkBridge Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $209K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $169K | Buy |
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|
2019
Q1 | $132K | Buy |
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|
2018
Q4 | $95K | Buy |
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|
2018
Q3 | $103K | Hold |
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|
2018
Q2 | $99K | Hold |
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|
2018
Q1 | $97K | Hold |
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|
2017
Q4 | $96K | Buy |
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|
2017
Q3 | $79K | Buy |
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|
2017
Q2 | $27K | Hold |
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|
2017
Q1 | $27K | Buy |
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|
2016
Q4 | $22K | Buy |
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