BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.74M | Sell |
26,050
-1,800
| -6% | -$396K | 0.66% | 31 |
|
|
2023
Q1 | $5.87M | Sell |
27,850
-416
| -1% | -$87.7K | 0.72% | 25 |
|
|
2022
Q4 | $5.76M | Sell |
28,266
-419
| -1% | -$85.4K | 0.72% | 26 |
|
|
2022
Q3 | $5.39M | Sell |
28,685
-1,789
| -6% | -$336K | 0.72% | 25 |
|
|
2022
Q2 | $6M | Buy |
30,474
+12
| +0% | +$2.36K | 0.74% | 27 |
|
|
2022
Q1 | $7.25M | Buy |
30,462
+4,521
| +17% | +$1.08M | 0.77% | 24 |
|
|
2021
Q4 | $6.61M | Sell |
25,941
-326
| -1% | -$83.1K | 0.7% | 26 |
|
|
2021
Q3 | $6.22M | Sell |
26,267
-45
| -0.2% | -$10.7K | 0.68% | 30 |
|
|
2021
Q2 | $6.25M | Sell |
26,312
-623
| -2% | -$148K | 0.69% | 29 |
|
|
2021
Q1 | $5.96M | Sell |
26,935
-481
| -2% | -$106K | 0.7% | 30 |
|
|
2020
Q4 | $5.67M | Buy |
27,416
+1,334
| +5% | +$276K | 0.8% | 28 |
|
|
2020
Q3 | $4.6M | Sell |
26,082
-1,801
| -6% | -$317K | 0.75% | 28 |
|
|
2020
Q2 | $4.57M | Sell |
27,883
-113,375
| -80% | -$18.6M | 0.8% | 27 |
|
|
2020
Q1 | $3.56M | Sell |
141,258
-39,495
| -22% | -$996K | 0.72% | 29 |
|
|
2019
Q4 | $4.62M | Buy |
180,753
+10,959
| +6% | +$280K | 1.19% | 19 |
|
|
2019
Q3 | $4.05M | Buy |
169,794
+146,143
| +618% | +$3.49M | 1.04% | 22 |
|
|
2019
Q2 | $3.95M | Sell |
23,651
-139,758
| -86% | -$23.4M | 1.08% | 21 |
|
|
2019
Q1 | $3.82M | Buy |
163,409
+139,110
| +572% | +$3.25M | 1.11% | 20 |
|
|
2018
Q4 | $3.36M | Buy |
24,299
+16,430
| +209% | +$2.27M | 1.16% | 21 |
|
|
2018
Q3 | $1.29M | Sell |
7,869
-18
| -0.2% | -$2.96K | 0.42% | 51 |
|
|
2018
Q2 | $1.24M | Buy |
7,887
+7,375
| +1,440% | +$1.16M | 0.42% | 47 |
|
|
2018
Q1 | $79K | Buy |
512
+407
| +388% | +$62.8K | 0.03% | 198 |
|
|
2017
Q4 | $16K | Hold |
105
| – | – | 0.01% | 293 |
|
|
2017
Q3 | $15K | Sell |
105
-443
| -81% | -$63.3K | 0.01% | 281 |
|
|
2017
Q2 | $78K | Buy |
+548
| New | +$78K | 0.03% | 190 |
|