Capital Directions Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $504K | Buy |
+2,473
| New | +$504K | 0.19% | 37 |
|
|
2022
Q3 | – | Sell |
-5,480
| Closed | -$1.08M | – | 24 |
|
|
2022
Q2 | $1.08M | Hold |
5,480
| – | – | 0.36% | 25 |
|
|
2022
Q1 | $1.3M | Sell |
5,480
-358
| -6% | -$85.1K | 0.4% | 24 |
|
|
2021
Q4 | $1.49M | Buy |
5,838
+3,413
| +141% | +$869K | 0.43% | 23 |
|
|
2021
Q3 | $574K | Sell |
2,425
-4,750
| -66% | -$1.12M | 0.18% | 45 |
|
|
2021
Q2 | $1.7M | Buy |
+7,175
| New | +$1.7M | 0.51% | 22 |
|
|
2018
Q3 | – | Sell |
-73
| Closed | -$12K | – | 231 |
|
|
2018
Q2 | $12K | Buy |
+73
| New | +$12K | 0.01% | 122 |
|
|
2017
Q2 | – | Sell |
-47
| Closed | -$7K | – | 117 |
|
|
2017
Q1 | $7K | Hold |
47
| – | – | ﹤0.01% | 78 |
|
|
2016
Q4 | $6K | Buy |
+47
| New | +$6K | ﹤0.01% | 74 |
|
|
2013
Q3 | – | Sell |
-78
| Closed | -$7K | – | 66 |
|
|
2013
Q2 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 63 |
|