Burt Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-383
| Closed | -$79K | – | 360 |
|
2020
Q4 | $79K | Hold |
383
| – | – | 0.03% | 148 |
|
2020
Q3 | $68K | Hold |
383
| – | – | 0.03% | 153 |
|
2020
Q2 | $63K | Hold |
383
| – | – | 0.03% | 162 |
|
2020
Q1 | $50K | Hold |
383
| – | – | 0.02% | 165 |
|
2019
Q4 | $68K | Hold |
383
| – | – | 0.03% | 155 |
|
2019
Q3 | $64K | Hold |
383
| – | – | 0.03% | 154 |
|
2019
Q2 | $64K | Hold |
383
| – | – | 0.03% | 152 |
|
2019
Q1 | $62K | Hold |
383
| – | – | 0.03% | 161 |
|
2018
Q4 | $53K | Hold |
383
| – | – | 0.03% | 170 |
|
2018
Q3 | $63K | Hold |
383
| – | – | 0.03% | 171 |
|
2018
Q2 | $60K | Hold |
383
| – | – | 0.03% | 163 |
|
2018
Q1 | $59K | Hold |
383
| – | – | 0.03% | 165 |
|
2017
Q4 | $59K | Sell |
383
-5
| -1% | -$770 | 0.04% | 167 |
|
2017
Q3 | $57K | Hold |
388
| – | – | 0.04% | 164 |
|
2017
Q2 | $55K | Hold |
388
| – | – | 0.04% | 175 |
|
2017
Q1 | $54K | Hold |
388
| – | – | 0.04% | 158 |
|
2016
Q4 | $51K | Hold |
388
| – | – | 0.05% | 170 |
|
2016
Q3 | $50K | Hold |
388
| – | – | 0.05% | 160 |
|
2016
Q2 | $47K | Hold |
388
| – | – | 0.05% | 158 |
|
2016
Q1 | $47K | Buy |
388
+383
| +7,660% | +$46.4K | 0.04% | 176 |
|
2015
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 505 |
|
2015
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 377 |
|
2015
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 352 |
|
2015
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 344 |
|
2014
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 310 |
|