Advantage Investment 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-44
| Closed | -$6K | – | 1122 |
|
2017
Q2 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 812 |
|
2016
Q1 | – | Sell |
-82
| Closed | -$10K | – | 928 |
|
2015
Q4 | $10K | Hold |
82
| – | – | 0.01% | 569 |
|
2015
Q3 | $10K | Sell |
82
-56
| -41% | -$6.83K | 0.01% | 550 |
|
2015
Q2 | $18K | Sell |
138
-7,025
| -98% | -$916K | 0.01% | 501 |
|
2015
Q1 | $951K | Buy |
7,163
+7,081
| +8,635% | +$940K | 0.54% | 40 |
|
2014
Q4 | $10K | Buy |
+82
| New | +$10K | 0.01% | 530 |
|