Coyle Financial Counsel’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
Q1 | – | Sell |
-923
| Closed | -$215K | – | 80 |
|
|
2023
Q4 | $215K | Sell |
923
-248
| -21% | -$57.7K | 0.08% | 63 |
|
|
2023
Q3 | $244K | Sell |
1,171
-90
| -7% | -$18.7K | 0.1% | 56 |
|
|
2023
Q2 | $278K | Hold |
1,261
| – | – | 0.12% | 53 |
|
|
2023
Q1 | $266K | Sell |
1,261
-5
| -0.4% | -$1.06K | 0.12% | 55 |
|
|
2022
Q4 | $258K | Sell |
1,266
-178
| -12% | -$36.3K | 0.12% | 53 |
|
|
2022
Q3 | $271K | Sell |
1,444
-1,562
| -52% | -$293K | 0.18% | 49 |
|
|
2022
Q2 | $656K | Buy |
3,006
+1,444
| +92% | +$315K | 0.36% | 41 |
|
|
2022
Q1 | $372K | Buy |
+1,562
| New | +$372K | 0.2% | 53 |
|
|
2016
Q1 | – | Sell |
-27,716
| Closed | -$3.33M | – | 42 |
|
|
2015
Q4 | $3.33M | Buy |
27,716
+8,126
| +41% | +$976K | 3.27% | 12 |
|
|
2015
Q3 | $2.29M | Buy |
19,590
+361
| +2% | +$42.1K | 2.15% | 12 |
|
|
2015
Q2 | $2.45M | Buy |
19,229
+102
| +0.5% | +$13K | 2.75% | 12 |
|
|
2015
Q1 | $2.54M | Buy |
19,127
+422
| +2% | +$56K | 2.83% | 13 |
|
|
2014
Q4 | $2.31M | Buy |
18,705
+821
| +5% | +$101K | 2.79% | 11 |
|
|
2014
Q3 | $2.1M | Buy |
17,884
+1,026
| +6% | +$120K | 2.62% | 13 |
|
|
2014
Q2 | $2M | Sell |
16,858
-8,768
| -34% | -$1.04M | 2.75% | 12 |
|
|
2014
Q1 | $2.91M | Buy |
25,626
+1,655
| +7% | +$188K | 4.07% | 9 |
|
|
2013
Q4 | $2.64M | Buy |
+23,971
| New | +$2.64M | 3.65% | 11 |
|