Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-567
| Closed | -$144K | – | 230 |
|
|
2021
Q4 | $144K | Hold |
567
| – | – | 0.02% | 35 |
|
|
2021
Q3 | $134K | Hold |
567
| – | – | 0.02% | 37 |
|
|
2021
Q2 | $135K | Hold |
567
| – | – | 0.03% | 39 |
|
|
2021
Q1 | $127K | Hold |
567
| – | – | 0.03% | 44 |
|
|
2020
Q4 | $117K | Buy |
+567
| New | +$117K | 0.02% | 46 |
|
|
2016
Q3 | – | Sell |
-1,811
| Closed | -$224K | – | 394 |
|
|
2016
Q2 | $224K | Sell |
1,811
-1,280
| -41% | -$158K | 0.11% | 63 |
|
|
2016
Q1 | $375K | Sell |
3,091
-3,229
| -51% | -$392K | 0.26% | 62 |
|
|
2015
Q4 | $760K | Buy |
+6,320
| New | +$760K | 0.86% | 32 |
|
|
2013
Q3 | $298K | Buy |
2,894
+929
| +47% | +$95.7K | 0.81% | 29 |
|
|
2013
Q2 | $187K | Buy |
+1,965
| New | +$187K | 0.75% | 39 |
|