Appropriate Balance Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $39.7K | Buy |
5,834
+589
| +11% | +$4.01K | 1.97% | 12 |
|
|
2017
Q2 | $36.8K | Buy |
5,245
+630
| +14% | +$4.42K | 1.87% | 12 |
|
|
2017
Q1 | $33.1K | Sell |
4,615
-24,042
| -84% | -$173K | 1.66% | 12 |
|
|
2016
Q4 | $3.77M | Buy |
28,657
+3,978
| +16% | +$524K | 2.31% | 11 |
|
|
2016
Q3 | $3.19M | Buy |
24,679
+2,130
| +9% | +$276K | 2.05% | 11 |
|
|
2016
Q2 | $2.79M | Buy |
22,549
+6,697
| +42% | +$828K | 1.84% | 11 |
|
|
2016
Q1 | $1.92M | Buy |
15,852
+3,202
| +25% | +$388K | 1.33% | 9 |
|
|
2015
Q4 | $1.52M | Buy |
+12,650
| New | +$1.52M | 1.05% | 8 |
|