Atwood & Palmer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-85
| Closed | -$18.7K | – | 434 |
|
|
2023
Q2 | $18.7K | Hold |
85
| – | – | ﹤0.01% | 278 |
|
|
2023
Q1 | $17.9K | Hold |
85
| – | – | ﹤0.01% | 270 |
|
|
2022
Q4 | $17.3K | Hold |
85
| – | – | ﹤0.01% | 295 |
|
|
2022
Q3 | $16K | Sell |
85
-200
| -70% | -$37.6K | ﹤0.01% | 285 |
|
|
2022
Q2 | $56K | Sell |
285
-70
| -20% | -$13.8K | 0.01% | 203 |
|
|
2022
Q1 | $84K | Hold |
355
| – | – | 0.01% | 189 |
|
|
2021
Q4 | $90K | Sell |
355
-150
| -30% | -$38K | 0.01% | 197 |
|
|
2021
Q3 | $120K | Hold |
505
| – | – | 0.01% | 176 |
|
|
2021
Q2 | $120K | Sell |
505
-527
| -51% | -$125K | 0.01% | 174 |
|
|
2021
Q1 | $228K | Hold |
1,032
| – | – | 0.02% | 136 |
|
|
2020
Q4 | $213K | Hold |
1,032
| – | – | 0.02% | 133 |
|
|
2020
Q3 | $182K | Sell |
1,032
-39
| -4% | -$6.88K | 0.02% | 133 |
|
|
2020
Q2 | $176K | Hold |
1,071
| – | – | 0.02% | 131 |
|
|
2020
Q1 | $141K | Hold |
1,071
| – | – | 0.02% | 133 |
|
|
2019
Q4 | $191K | Hold |
1,071
| – | – | 0.02% | 126 |
|
|
2019
Q3 | $180K | Hold |
1,071
| – | – | 0.02% | 129 |
|
|
2019
Q2 | $179K | Hold |
1,071
| – | – | 0.02% | 129 |
|
|
2019
Q1 | $172K | Hold |
1,071
| – | – | 0.02% | 128 |
|
|
2018
Q4 | $148K | Hold |
1,071
| – | – | 0.02% | 133 |
|
|
2018
Q3 | $176K | Buy |
1,071
+39
| +4% | +$6.41K | 0.02% | 129 |
|
|
2018
Q2 | $163K | Sell |
1,032
-2,500
| -71% | -$395K | 0.02% | 134 |
|
|
2018
Q1 | $545K | Buy |
3,532
+305
| +9% | +$47.1K | 0.08% | 81 |
|
|
2017
Q4 | $499K | Hold |
3,227
| – | – | 0.07% | 80 |
|
|
2017
Q3 | $474K | Sell |
3,227
-300
| -9% | -$44.1K | 0.07% | 83 |
|
|
2017
Q2 | $503K | Buy |
3,527
+2,800
| +385% | +$399K | 0.08% | 82 |
|
|
2017
Q1 | $101K | Buy |
+727
| New | +$101K | 0.02% | 148 |
|
|
2015
Q1 | – | Sell |
-39
| Closed | -$5K | – | 347 |
|
|
2014
Q4 | $5K | Sell |
39
-76
| -66% | -$9.74K | ﹤0.01% | 339 |
|
|
2014
Q3 | $13K | Buy |
+115
| New | +$13K | ﹤0.01% | 287 |
|