Capital Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-293
| Closed | -$49K | – | 149 |
|
|
2019
Q3 | $49K | Buy |
+293
| New | +$49K | 0.01% | 133 |
|
|
2015
Q4 | – | Sell |
-3,563
| Closed | -$416K | – | 111 |
|
|
2015
Q3 | $416K | Sell |
3,563
-438
| -11% | -$51.1K | 0.27% | 68 |
|
|
2015
Q2 | $510K | Sell |
4,001
-15
| -0.4% | -$1.91K | 0.3% | 63 |
|
|
2015
Q1 | $533K | Buy |
+4,016
| New | +$533K | 0.37% | 47 |
|