Archford Capital Strategies’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
Q3 | – | Sell |
-77
| Closed | -$13K | – | 512 |
|
2019
Q2 | $13K | Hold |
77
| – | – | ﹤0.01% | 387 |
|
2019
Q1 | $12K | Hold |
77
| – | – | ﹤0.01% | 379 |
|
2018
Q4 | $11K | Hold |
77
| – | – | ﹤0.01% | 370 |
|
2018
Q3 | $13K | Hold |
77
| – | – | ﹤0.01% | 403 |
|
2018
Q2 | $12K | Buy |
77
+5
| +7% | +$779 | ﹤0.01% | 413 |
|
2018
Q1 | $11K | Buy |
+72
| New | +$11K | ﹤0.01% | 328 |
|
2017
Q2 | – | Sell |
-135
| Closed | -$19K | – | 618 |
|
2017
Q1 | $19K | Buy |
135
+18
| +15% | +$2.53K | 0.01% | 378 |
|
2016
Q4 | $15K | Hold |
117
| – | – | 0.01% | 346 |
|
2016
Q3 | $15K | Buy |
117
+14
| +14% | +$1.8K | 0.01% | 344 |
|
2016
Q2 | $13K | Buy |
+103
| New | +$13K | 0.01% | 362 |
|
2016
Q1 | – | Sell |
-92
| Closed | -$12K | – | 599 |
|
2015
Q4 | $12K | Buy |
92
+9
| +11% | +$1.17K | 0.01% | 425 |
|
2015
Q3 | $10K | Buy |
+83
| New | +$10K | 0.01% | 343 |
|