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