Atlas Private Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-133
| Closed | -$32K | – | 694 |
|
2021
Q3 | $32K | Hold |
133
| – | – | 0.02% | 289 |
|
2021
Q2 | $32K | Buy |
133
+1
| +0.8% | +$241 | 0.02% | 288 |
|
2021
Q1 | $29K | Hold |
132
| – | – | 0.02% | 307 |
|
2020
Q4 | $27K | Hold |
132
| – | – | 0.02% | 298 |
|
2020
Q3 | $23K | Buy |
132
+1
| +0.8% | +$174 | 0.02% | 292 |
|
2020
Q2 | $21K | Buy |
+131
| New | +$21K | 0.02% | 309 |
|