Ashfield Capital Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $610K | Hold |
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|
2022
Q1 | $736K | Sell |
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|
2021
Q4 | $799K | Buy |
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|
2021
Q3 | $741K | Sell |
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|
2021
Q2 | $884K | Buy |
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|
2021
Q1 | $809K | Hold |
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|
2020
Q4 | $756K | Sell |
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|
2020
Q3 | $777K | Buy |
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|
2020
Q2 | $501K | Hold |
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|
2020
Q1 | $403K | Sell |
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|
2019
Q4 | $572K | Sell |
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|
2019
Q3 | $549K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $612K | Hold |
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|
2018
Q4 | $526K | Hold |
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|
2018
Q3 | $625K | Buy |
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|
2018
Q2 | $522K | Buy |
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|
2018
Q1 | $481K | Buy |
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|
2017
Q4 | $460K | Hold |
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|
2017
Q3 | $437K | Hold |
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|
2017
Q2 | $423K | Hold |
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|
2017
Q1 | $414K | Hold |
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|
2016
Q4 | $391K | Sell |
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|
2016
Q3 | $398K | Buy |
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|
2016
Q2 | $359K | Hold |
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|
2016
Q1 | $352K | Sell |
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|
2015
Q4 | $675K | Hold |
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|
2015
Q3 | $656K | Buy |
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|
2015
Q2 | $691K | Buy |
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|
2015
Q1 | $597K | Buy |
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|
2014
Q4 | $272K | Buy |
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|
2014
Q3 | $223K | Hold |
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|
2014
Q2 | $225K | Hold |
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|
2014
Q1 | $216K | Buy |
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