Charles D. Hyman’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.1M | Hold |
8,667
| – | – | 0.12% | 91 |
|
|
2024
Q1 | $2.17M | Hold |
8,667
| – | – | 0.12% | 91 |
|
|
2023
Q4 | $2.02M | Sell |
8,667
-77
| -0.9% | -$17.9K | 0.12% | 92 |
|
|
2023
Q3 | $1.82M | Buy |
8,744
+191
| +2% | +$39.8K | 0.12% | 95 |
|
|
2023
Q2 | $1.88M | Hold |
8,553
| – | – | 0.12% | 94 |
|
|
2023
Q1 | $1.8M | Buy |
8,553
+37
| +0.4% | +$7.8K | 0.12% | 97 |
|
|
2022
Q4 | $1.74M | Hold |
8,516
| – | – | 0.12% | 97 |
|
|
2022
Q3 | $1.6M | Hold |
8,516
| – | – | 0.12% | 96 |
|
|
2022
Q2 | $1.68M | Hold |
8,516
| – | – | 0.12% | 96 |
|
|
2022
Q1 | $2.03M | Sell |
8,516
-500
| -6% | -$119K | 0.13% | 94 |
|
|
2021
Q4 | $2.3M | Sell |
9,016
-515
| -5% | -$131K | 0.15% | 91 |
|
|
2021
Q3 | $2.26M | Sell |
9,531
-10
| -0.1% | -$2.37K | 0.16% | 90 |
|
|
2021
Q2 | $2.27M | Sell |
9,541
-565
| -6% | -$134K | 0.16% | 90 |
|
|
2021
Q1 | $2.24M | Hold |
10,106
| – | – | 0.16% | 85 |
|
|
2020
Q4 | $2.09M | Hold |
10,106
| – | – | 0.17% | 87 |
|
|
2020
Q3 | $1.78M | Hold |
10,106
| – | – | 0.16% | 91 |
|
|
2020
Q2 | $1.66M | Buy |
10,106
+166
| +2% | +$27.2K | 0.16% | 88 |
|
|
2020
Q1 | $1.31M | Sell |
9,940
-15
| -0.2% | -$1.98K | 0.16% | 80 |
|
|
2019
Q4 | $1.77M | Hold |
9,955
| – | – | 0.17% | 80 |
|
|
2019
Q3 | $1.67M | Buy |
9,955
+90
| +0.9% | +$15.1K | 0.17% | 80 |
|
|
2019
Q2 | $1.65M | Hold |
9,865
| – | – | 0.17% | 81 |
|
|
2019
Q1 | $1.59M | Hold |
9,865
| – | – | 0.16% | 87 |
|
|
2018
Q4 | $1.36M | Buy |
9,865
+2,430
| +33% | +$336K | 0.16% | 86 |
|
|
2018
Q3 | $1.22M | Hold |
7,435
| – | – | 0.13% | 93 |
|
|
2018
Q2 | $1.17M | Hold |
7,435
| – | – | 0.13% | 91 |
|
|
2018
Q1 | $1.15M | Hold |
7,435
| – | – | 0.13% | 89 |
|
|
2017
Q4 | $1.15M | Hold |
7,435
| – | – | 0.13% | 90 |
|
|
2017
Q3 | $1.09M | Sell |
7,435
-700
| -9% | -$103K | 0.14% | 85 |
|
|
2017
Q2 | $1.16M | Buy |
8,135
+385
| +5% | +$54.9K | 0.15% | 83 |
|
|
2017
Q1 | $1.08M | Hold |
7,750
| – | – | 0.14% | 85 |
|
|
2016
Q4 | $1.02M | Hold |
7,750
| – | – | 0.14% | 87 |
|
|
2016
Q3 | $1M | Buy |
7,750
+100
| +1% | +$12.9K | 0.15% | 85 |
|
|
2016
Q2 | $946K | Buy |
7,650
+300
| +4% | +$37.1K | 0.14% | 86 |
|
|
2016
Q1 | $891K | Hold |
7,350
| – | – | 0.14% | 88 |
|
|
2015
Q4 | $883K | Sell |
7,350
-100
| -1% | -$12K | 0.15% | 84 |
|
|
2015
Q3 | $869K | Sell |
7,450
-350
| -4% | -$40.8K | 0.15% | 87 |
|
|
2015
Q2 | $994K | Hold |
7,800
| – | – | 0.16% | 87 |
|
|
2015
Q1 | $1.04M | Hold |
7,800
| – | – | 0.17% | 86 |
|
|
2014
Q4 | $964K | Sell |
7,800
-300
| -4% | -$37.1K | 0.16% | 85 |
|
|
2014
Q3 | $950K | Hold |
8,100
| – | – | 0.16% | 88 |
|
|
2014
Q2 | $961K | Hold |
8,100
| – | – | 0.16% | 89 |
|
|
2014
Q1 | $920K | Hold |
8,100
| – | – | 0.17% | 90 |
|
|
2013
Q4 | $891K | Hold |
8,100
| – | – | 0.16% | 91 |
|
|
2013
Q3 | $830K | Hold |
8,100
| – | – | 0.16% | 92 |
|
|
2013
Q2 | $771K | Buy |
+8,100
| New | +$771K | 0.16% | 91 |
|