Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,002
| Closed | -$197K | – | 359 |
|
|
2022
Q2 | $197K | Sell |
1,002
-282
| -22% | -$55.4K | 0.11% | 178 |
|
|
2022
Q1 | $305K | Hold |
1,284
| – | – | 0.16% | 159 |
|
|
2021
Q4 | $327K | Sell |
1,284
-530
| -29% | -$135K | 0.19% | 131 |
|
|
2021
Q3 | $430K | Sell |
1,814
-186
| -9% | -$44.1K | 0.2% | 129 |
|
|
2021
Q2 | $475K | Sell |
2,000
-5,124
| -72% | -$1.22M | 0.21% | 126 |
|
|
2021
Q1 | $1.58M | Sell |
7,124
-671
| -9% | -$149K | 0.68% | 33 |
|
|
2020
Q4 | $1.61M | Buy |
7,795
+34
| +0.4% | +$7.03K | 0.75% | 28 |
|
|
2020
Q3 | $1.37M | Buy |
7,761
+106
| +1% | +$18.7K | 0.8% | 26 |
|
|
2020
Q2 | $1.26M | Sell |
7,655
-85
| -1% | -$13.9K | 0.79% | 29 |
|
|
2020
Q1 | $1.02M | Buy |
7,740
+276
| +4% | +$36.3K | 0.74% | 36 |
|
|
2019
Q4 | $1.33M | Buy |
7,464
+2,866
| +62% | +$511K | 0.64% | 43 |
|
|
2019
Q3 | $771K | Buy |
4,598
+2,149
| +88% | +$360K | 0.43% | 59 |
|
|
2019
Q2 | $409K | Buy |
2,449
+18
| +0.7% | +$3.01K | 0.24% | 122 |
|
|
2019
Q1 | $391K | Buy |
2,431
+200
| +9% | +$32.2K | 0.24% | 129 |
|
|
2018
Q4 | $308K | Sell |
2,231
-50
| -2% | -$6.9K | 0.22% | 132 |
|
|
2018
Q3 | $375K | Buy |
2,281
+113
| +5% | +$18.6K | 0.25% | 126 |
|
|
2018
Q2 | $342K | Hold |
2,168
| – | – | 0.25% | 122 |
|
|
2018
Q1 | $334K | Buy |
2,168
+17
| +0.8% | +$2.62K | 0.25% | 119 |
|
|
2017
Q4 | $333K | Hold |
2,151
| – | – | 0.25% | 113 |
|
|
2017
Q3 | $316K | Buy |
2,151
+175
| +9% | +$25.7K | 0.25% | 112 |
|
|
2017
Q2 | $282K | Buy |
1,976
+370
| +23% | +$52.8K | 0.23% | 116 |
|
|
2017
Q1 | $224K | Buy |
+1,606
| New | +$224K | 0.19% | 146 |
|