BSW
Buckingham Strategic Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.39M | Sell |
30,524
-3,954
| -11% | -$957K | 0.08% | 115 |
|
|
2024
Q1 | $8.61M | Buy |
34,478
+313
| +0.9% | +$78.2K | 0.09% | 104 |
|
|
2023
Q4 | $7.95M | Sell |
34,165
-2,203
| -6% | -$513K | 0.09% | 108 |
|
|
2023
Q3 | $7.57M | Sell |
36,368
-3,752
| -9% | -$781K | 0.11% | 102 |
|
|
2023
Q2 | $8.83M | Buy |
40,120
+3,395
| +9% | +$747K | 0.13% | 92 |
|
|
2023
Q1 | $7.49M | Hold |
36,725
| – | – | 0.14% | 88 |
|
|
2022
Q4 | $7.49M | Buy |
36,725
+6,326
| +21% | +$1.29M | 0.14% | 88 |
|
|
2022
Q3 | $5.71M | Buy |
30,399
+1,646
| +6% | +$309K | 0.12% | 96 |
|
|
2022
Q2 | $5.66M | Buy |
28,753
+5,061
| +21% | +$997K | 0.11% | 98 |
|
|
2022
Q1 | $5.64M | Sell |
23,692
-938
| -4% | -$223K | 0.11% | 99 |
|
|
2021
Q4 | $6.28M | Sell |
24,630
-1,017
| -4% | -$259K | 0.12% | 87 |
|
|
2021
Q3 | $6.07M | Sell |
25,647
-223
| -0.9% | -$52.8K | 0.12% | 91 |
|
|
2021
Q2 | $6.14M | Sell |
25,870
-997
| -4% | -$237K | 0.15% | 86 |
|
|
2021
Q1 | $5.95M | Buy |
26,867
+9,181
| +52% | +$2.03M | 0.29% | 74 |
|
|
2020
Q4 | $3.66M | Buy |
17,686
+3,196
| +22% | +$661K | 0.19% | 102 |
|
|
2020
Q3 | $2.55M | Buy |
14,490
+2,044
| +16% | +$360K | 0.2% | 95 |
|
|
2020
Q2 | $2.04M | Sell |
12,446
-8,617
| -41% | -$1.41M | 0.19% | 92 |
|
|
2020
Q1 | $2.77M | Sell |
21,063
-9,185
| -30% | -$1.21M | 0.27% | 75 |
|
|
2019
Q4 | $5.39M | Sell |
30,248
-1,166
| -4% | -$208K | 0.52% | 46 |
|
|
2019
Q3 | $5.27M | Buy |
31,414
+858
| +3% | +$144K | 0.57% | 42 |
|
|
2019
Q2 | $5.11M | Buy |
30,556
+6,570
| +27% | +$1.1M | 0.56% | 40 |
|
|
2019
Q1 | $3.86M | Buy |
23,986
+13,302
| +125% | +$2.14M | 0.49% | 53 |
|
|
2018
Q4 | $1.48M | Buy |
10,684
+46
| +0.4% | +$6.36K | 0.23% | 88 |
|
|
2018
Q3 | $1.75M | Sell |
10,638
-875
| -8% | -$144K | 0.27% | 81 |
|
|
2018
Q2 | $1.82M | Buy |
11,513
+1,199
| +12% | +$189K | 0.29% | 78 |
|
|
2018
Q1 | $1.59M | Buy |
10,314
+751
| +8% | +$116K | 0.31% | 70 |
|
|
2017
Q4 | $1.48M | Buy |
9,563
+7,448
| +352% | +$1.15M | 0.31% | 78 |
|
|
2017
Q3 | $311K | Buy |
2,115
+683
| +48% | +$100K | 0.07% | 220 |
|
|
2017
Q2 | $204K | Sell |
1,432
-1,487
| -51% | -$212K | 0.05% | 281 |
|
|
2017
Q1 | $406K | Buy |
+2,919
| New | +$406K | 0.12% | 159 |
|
|
2014
Q1 | – | Sell |
-2,692
| Closed | -$296K | – | 165 |
|
|
2013
Q4 | $296K | Sell |
2,692
-275
| -9% | -$30.2K | 0.14% | 107 |
|
|
2013
Q3 | $304K | Hold |
2,967
| – | – | 0.16% | 94 |
|
|
2013
Q2 | $282K | Buy |
+2,967
| New | +$282K | 0.16% | 96 |
|