CT Financial Advisors’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
Q1 | $94.5K | Hold |
678
| – | – | 0.06% | 207 |
|
|
2016
Q4 | $89.3K | Buy |
678
+2
| +0.3% | +$263 | 0.06% | 212 |
|
|
2016
Q3 | $87.5K | Buy |
676
+2
| +0.3% | +$259 | 0.05% | 212 |
|
|
2016
Q2 | $83.3K | Buy |
674
+165
| +32% | +$20.4K | 0.05% | 218 |
|
|
2016
Q1 | $61.7K | Buy |
509
+1
| +0.2% | +$121 | 0.03% | 264 |
|
|
2015
Q4 | $61K | Buy |
508
+3
| +0.6% | +$360 | 0.04% | 273 |
|
|
2015
Q3 | $59K | Buy |
505
+5
| +1% | +$584 | 0.04% | 272 |
|
|
2015
Q2 | $63.8K | Sell |
500
-324
| -39% | -$41.3K | 0.04% | 278 |
|
|
2015
Q1 | $109K | Hold |
824
| – | – | 0.06% | 217 |
|
|
2014
Q4 | $102K | Buy |
+824
| New | +$102K | 0.08% | 169 |
|
|
2014
Q1 | $109K | Buy |
+824
| New | +$109K | 0.06% | 217 |
|