Community Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $956K | Buy |
+4,590
| New | +$956K | 0.24% | 60 |
|
|
2021
Q4 | $1.68M | Buy |
6,593
+627
| +11% | +$160K | 0.42% | 45 |
|
|
2021
Q3 | $1.41M | Sell |
5,966
-148
| -2% | -$35.1K | 0.38% | 44 |
|
|
2021
Q2 | $1.45M | Sell |
6,114
-277
| -4% | -$65.7K | 0.41% | 46 |
|
|
2021
Q1 | $1.42M | Buy |
6,391
+387
| +6% | +$85.7K | 0.42% | 49 |
|
|
2020
Q4 | $1.24M | Buy |
6,004
+398
| +7% | +$82.3K | 0.39% | 45 |
|
|
2020
Q3 | $988K | Buy |
5,606
+54
| +1% | +$9.52K | 0.36% | 45 |
|
|
2020
Q2 | $911K | Sell |
5,552
-39
| -0.7% | -$6.4K | 0.35% | 48 |
|
|
2020
Q1 | $736K | Buy |
5,591
+246
| +5% | +$32.4K | 0.25% | 47 |
|
|
2019
Q4 | $952K | Buy |
5,345
+197
| +4% | +$35.1K | 0.25% | 45 |
|
|
2019
Q3 | $863K | Buy |
5,148
+563
| +12% | +$94.4K | 0.25% | 44 |
|
|
2019
Q2 | $766K | Buy |
4,585
+890
| +24% | +$149K | 0.26% | 41 |
|
|
2019
Q1 | $594K | Buy |
3,695
+186
| +5% | +$29.9K | 0.2% | 50 |
|
|
2018
Q4 | $485K | Buy |
3,509
+36
| +1% | +$4.98K | 0.18% | 54 |
|
|
2018
Q3 | $570K | Buy |
3,473
+348
| +11% | +$57.1K | 0.19% | 53 |
|
|
2018
Q2 | $493K | Buy |
3,125
+980
| +46% | +$155K | 0.18% | 55 |
|
|
2018
Q1 | $331K | Buy |
2,145
+203
| +10% | +$31.3K | 0.13% | 52 |
|
|
2017
Q4 | $301K | Buy |
1,942
+504
| +35% | +$78.1K | 0.12% | 56 |
|
|
2017
Q3 | $211K | Buy |
+1,438
| New | +$211K | 0.09% | 63 |
|