BigSur Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $1M | Hold |
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|
2021
Q3 | $933K | Hold |
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|
2021
Q2 | $936K | Hold |
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|
2021
Q1 | $873K | Hold |
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|
2020
Q4 | $815K | Buy |
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $1.08M | Hold |
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|
2020
Q1 | $870K | Hold |
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|
2019
Q4 | $1.18M | Hold |
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|
2019
Q3 | $1.11M | Hold |
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|
2019
Q2 | $1.12M | Hold |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $962K | Buy |
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|
2018
Q3 | $996K | Hold |
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|
2018
Q2 | $952K | Hold |
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|
2018
Q1 | $931K | Hold |
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|
2017
Q4 | $935K | Hold |
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|
2017
Q3 | $891K | Hold |
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|
2017
Q2 | $874K | Hold |
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|
2017
Q1 | $852K | Sell |
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|
2016
Q4 | $873K | Buy |
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