Clear Perspective Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $736K | Hold |
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|
2021
Q3 | $684K | Hold |
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|
2021
Q2 | $685K | Sell |
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|
2021
Q1 | $650K | Buy |
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|
2020
Q4 | $602K | Hold |
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|
2020
Q3 | $362 | Sell |
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|
2020
Q2 | $490K | Hold |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $599K | Sell |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $552K | Sell |
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|
2019
Q1 | $661K | Sell |
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|
2018
Q4 | $732K | Hold |
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|
2018
Q3 | $870K | Sell |
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|
2018
Q2 | $863K | Sell |
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|
2018
Q1 | $3.27M | Buy |
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|
2017
Q4 | $3.07M | Buy |
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|
2017
Q3 | $2.46M | Buy |
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|
2017
Q2 | $2.31M | Buy |
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|
2017
Q1 | $2.14M | Sell |
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|
2016
Q4 | $2.15M | Buy |
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