Bay Harbor Wealth Management’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
Q1 | – | Sell |
-6
| Closed | -$1K | – | 422 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 366 |
|
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 335 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 413 |
|
|
2019
Q2 | – | Sell |
-372
| Closed | -$60K | – | 440 |
|
|
2019
Q1 | $60K | Sell |
372
-28
| -7% | -$4.52K | 0.04% | 146 |
|
|
2018
Q4 | $55K | Buy |
+400
| New | +$55K | 0.04% | 147 |
|