Aevitas Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-203
| Closed | -$32K | – | 338 |
|
|
2019
Q1 | $32K | Hold |
203
| – | – | 0.03% | 215 |
|
|
2018
Q4 | $28K | Sell |
203
-73
| -26% | -$10.1K | 0.03% | 218 |
|
|
2018
Q3 | $45K | Hold |
276
| – | – | 0.04% | 208 |
|
|
2018
Q2 | $43K | Buy |
276
+1
| +0.4% | +$156 | 0.04% | 210 |
|
|
2018
Q1 | $42K | Buy |
275
+1
| +0.4% | +$153 | 0.04% | 194 |
|
|
2017
Q4 | $42K | Buy |
+274
| New | +$42K | 0.04% | 196 |
|