BIA
Bigelow Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,776
| Closed | -$226K | – | 142 |
|
|
2020
Q1 | $226K | Sell |
2,776
-220
| -7% | -$17.9K | 0.17% | 125 |
|
|
2019
Q4 | $357K | Sell |
2,996
-25
| -0.8% | -$2.98K | 0.21% | 118 |
|
|
2019
Q3 | $341K | Hold |
3,021
| – | – | 0.22% | 113 |
|
|
2019
Q2 | $336K | Sell |
3,021
-250
| -8% | -$27.8K | 0.23% | 116 |
|
|
2019
Q1 | $353K | Hold |
3,271
| – | – | 0.24% | 112 |
|
|
2018
Q4 | $312K | Hold |
3,271
| – | – | 0.23% | 119 |
|
|
2018
Q3 | $370K | Sell |
3,271
-300
| -8% | -$33.9K | 0.25% | 115 |
|
|
2018
Q2 | $394K | Buy |
3,571
+100
| +3% | +$11K | 0.27% | 106 |
|
|
2018
Q1 | $380K | Buy |
+3,471
| New | +$380K | 0.26% | 111 |
|