Clear Perspective 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
Q4 | $736K | Hold |
2,888
| – | – | 0.22% | 73 |
|
|
2021
Q3 | $684K | Hold |
2,888
| – | – | 0.23% | 71 |
|
|
2021
Q2 | $685K | Sell |
2,888
-50
| -2% | -$11.9K | 0.24% | 74 |
|
|
2021
Q1 | $650K | Buy |
2,938
+25
| +0.9% | +$5.53K | 0.25% | 73 |
|
|
2020
Q4 | $602K | Hold |
2,913
| – | – | 0.25% | 76 |
|
|
2020
Q3 | $362 | Sell |
2,913
-75
| -3% | -$9 | 0.17% | 99 |
|
|
2020
Q2 | $490K | Hold |
2,988
| – | – | 0.27% | 70 |
|
|
2020
Q1 | $393K | Sell |
2,988
-374
| -11% | -$49.2K | 0.26% | 74 |
|
|
2019
Q4 | $599K | Sell |
3,362
-3,302
| -50% | -$588K | 0.37% | 62 |
|
|
2019
Q3 | $1.12M | Buy |
6,664
+3,362
| +102% | +$563K | 0.51% | 44 |
|
|
2019
Q2 | $552K | Sell |
3,302
-808
| -20% | -$135K | 0.35% | 67 |
|
|
2019
Q1 | $661K | Sell |
4,110
-1,191
| -22% | -$192K | 0.47% | 58 |
|
|
2018
Q4 | $732K | Hold |
5,301
| – | – | 0.61% | 46 |
|
|
2018
Q3 | $870K | Sell |
5,301
-175
| -3% | -$28.7K | 0.64% | 45 |
|
|
2018
Q2 | $863K | Sell |
5,476
-15,726
| -74% | -$2.48M | 0.6% | 39 |
|
|
2018
Q1 | $3.27M | Buy |
21,202
+1,354
| +7% | +$209K | 2.44% | 5 |
|
|
2017
Q4 | $3.07M | Buy |
19,848
+3,097
| +18% | +$479K | 2.35% | 5 |
|
|
2017
Q3 | $2.46M | Buy |
16,751
+505
| +3% | +$74.2K | 2.01% | 6 |
|
|
2017
Q2 | $2.32M | Buy |
16,246
+906
| +6% | +$129K | 1.95% | 5 |
|
|
2017
Q1 | $2.14M | Sell |
15,340
-987
| -6% | -$137K | 1.41% | 9 |
|
|
2016
Q4 | $2.15M | Buy |
+16,327
| New | +$2.15M | 1.43% | 11 |
|