BBA
Braun-Bostich & Associates’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,975
| Closed | -$348K | – | 219 |
|
|
2020
Q3 | $348K | Sell |
1,975
-2,618
| -57% | -$461K | 0.35% | 42 |
|
|
2020
Q2 | $753K | Hold |
4,593
| – | – | 0.74% | 19 |
|
|
2020
Q1 | $575K | Hold |
4,593
| – | – | 0.73% | 23 |
|
|
2019
Q4 | $821K | Sell |
4,593
-1,010
| -18% | -$181K | 0.81% | 22 |
|
|
2019
Q3 | $939K | Sell |
5,603
-599
| -10% | -$100K | 1.09% | 21 |
|
|
2019
Q2 | $1.04M | Sell |
6,202
-2,181
| -26% | -$365K | 1.08% | 18 |
|
|
2019
Q1 | $1.35M | Sell |
8,383
-6,830
| -45% | -$1.1M | 1.4% | 13 |
|
|
2018
Q4 | $2.1M | Buy |
15,213
+273
| +2% | +$37.7K | 2.23% | 6 |
|
|
2018
Q3 | $2.45M | Buy |
14,940
+584
| +4% | +$95.9K | 2.36% | 6 |
|
|
2018
Q2 | $2.26M | Buy |
14,356
+107
| +0.8% | +$16.9K | 2.26% | 6 |
|
|
2018
Q1 | $2.2M | Buy |
14,249
+1,176
| +9% | +$181K | 1.9% | 10 |
|
|
2017
Q4 | $2.02M | Buy |
+13,073
| New | +$2.02M | 1.71% | 14 |
|