Bridgewater Wealth & Financial Management’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-1,922
| Closed | -$249K | – | 119 |
|
2016
Q3 | $249K | Hold |
1,922
| – | – | 0.09% | 95 |
|
2016
Q2 | $238K | Hold |
1,922
| – | – | 0.09% | 98 |
|
2016
Q1 | $233K | Buy |
1,922
+3
| +0.2% | +$364 | 0.08% | 100 |
|
2015
Q4 | $230K | Sell |
1,919
-3
| -0.2% | -$360 | 0.09% | 81 |
|
2015
Q3 | $224K | Buy |
+1,922
| New | +$224K | 0.09% | 80 |
|