Cornerstone Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $16.8M | Sell |
108,783
-2,585
| -2% | -$400K | 5.5% | 3 |
|
|
2017
Q3 | $16.4M | Buy |
111,368
+407
| +0.4% | +$59.8K | 6.21% | 3 |
|
|
2017
Q2 | $15.8M | Buy |
110,961
+1,383
| +1% | +$197K | 6.23% | 2 |
|
|
2017
Q1 | $15.2M | Sell |
109,578
-2,528
| -2% | -$352K | 5.09% | 3 |
|
|
2016
Q4 | $14.8M | Buy |
112,106
+2,512
| +2% | +$331K | 4.73% | 2 |
|
|
2016
Q3 | $14.2M | Sell |
109,594
-1,743
| -2% | -$225K | 4.95% | 2 |
|
|
2016
Q2 | $13.7M | Sell |
111,337
-3,534
| -3% | -$436K | 4.88% | 3 |
|
|
2016
Q1 | $13.9M | Sell |
114,871
-133,950
| -54% | -$16.2M | 5.4% | 2 |
|
|
2015
Q4 | $29.9M | Buy |
+248,821
| New | +$29.9M | 11.05% | 1 |
|