AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7.09M | Sell |
29,876
-22
| -0.1% | -$5.22K | 0.46% | 42 |
|
|
2021
Q1 | $6.62M | Sell |
29,898
-259
| -0.9% | -$57.3K | 0.47% | 41 |
|
|
2020
Q4 | $6.24M | Sell |
30,157
-397
| -1% | -$82.1K | 0.48% | 42 |
|
|
2020
Q3 | $5.39M | Buy |
30,554
+5,331
| +21% | +$940K | 0.49% | 41 |
|
|
2020
Q2 | $4.13M | Sell |
25,223
-227
| -0.9% | -$37.2K | 0.45% | 40 |
|
|
2020
Q1 | $3.35M | Sell |
25,450
-23,762
| -48% | -$3.13M | 0.35% | 46 |
|
|
2019
Q4 | $8.77M | Buy |
49,212
+7,190
| +17% | +$1.28M | 0.77% | 28 |
|
|
2019
Q3 | $7.04M | Buy |
42,022
+7,003
| +20% | +$1.17M | 0.65% | 31 |
|
|
2019
Q2 | $5.85M | Buy |
35,019
+3,771
| +12% | +$630K | 0.55% | 34 |
|
|
2019
Q1 | $5.02M | Buy |
31,248
+8,881
| +40% | +$1.43M | 0.48% | 35 |
|
|
2018
Q4 | $3.09M | Buy |
22,367
+6,510
| +41% | +$900K | 0.35% | 45 |
|
|
2018
Q3 | $2.6M | Buy |
+15,857
| New | +$2.6M | 0.28% | 46 |
|
|
2018
Q2 | – | Sell |
-17,813
| Closed | -$2.75M | – | 75 |
|
|
2018
Q1 | $2.75M | Sell |
17,813
-775
| -4% | -$120K | 0.47% | 30 |
|
|
2017
Q4 | $2.88M | Buy |
+18,588
| New | +$2.88M | 0.55% | 28 |
|