CAM
Crestone Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,375
| Closed | -$565K | – | 95 |
|
|
2022
Q1 | $565K | Hold |
2,375
| – | – | 0.12% | 51 |
|
|
2021
Q4 | $605K | Sell |
2,375
-40
| -2% | -$10.2K | 0.12% | 52 |
|
|
2021
Q3 | $572K | Hold |
2,415
| – | – | 0.13% | 53 |
|
|
2021
Q2 | $573K | Hold |
2,415
| – | – | 0.12% | 52 |
|
|
2021
Q1 | $535K | Buy |
+2,415
| New | +$535K | 0.14% | 44 |
|