CPWM LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $348K | Buy |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $277K | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $289K | Buy |
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|
2019
Q3 | $270K | Buy |
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|
2019
Q2 | $268K | Buy |
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|
2019
Q1 | $257K | Hold |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | $258K | Hold |
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|
2018
Q2 | $247K | Buy |
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|
2018
Q1 | $241K | Sell |
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|
2017
Q4 | $529K | Sell |
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|
2017
Q3 | $599K | Hold |
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|
2017
Q2 | $581K | Buy |
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|
2017
Q1 | $566K | Hold |
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|
2016
Q4 | $535K | Buy |
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|
2016
Q3 | $526K | Buy |
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|
2016
Q2 | $502K | Buy |
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|
2016
Q1 | $465K | Buy |
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|
2015
Q4 | $460K | Buy |
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|
2015
Q3 | $399K | Buy |
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