D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,226
| Closed | -$255K | – | 67 |
|
|
2023
Q3 | $255K | Buy |
+1,226
| New | +$255K | 0.22% | 53 |
|
|
2020
Q2 | – | Sell |
-3,213
| Closed | -$423K | – | 40 |
|
|
2020
Q1 | $423K | Sell |
3,213
-22,428
| -87% | -$2.95M | 0.25% | 18 |
|
|
2019
Q4 | $4.57M | Buy |
25,641
+150
| +0.6% | +$26.7K | 2.2% | 11 |
|
|
2019
Q3 | $4.27M | Buy |
25,491
+4,906
| +24% | +$822K | 2.2% | 11 |
|
|
2019
Q2 | $3.44M | Buy |
+20,585
| New | +$3.44M | 1.87% | 10 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | – | – | 193 |
|
|
2017
Q3 | $0 | Sell |
2
-45
| -96% | – | ﹤0.01% | 204 |
|
|
2017
Q2 | $7K | Hold |
47
| – | – | ﹤0.01% | 149 |
|
|
2017
Q1 | $7K | Sell |
47
-48
| -51% | -$7.15K | ﹤0.01% | 130 |
|
|
2016
Q4 | $13K | Hold |
95
| – | – | 0.01% | 110 |
|
|
2016
Q3 | $12K | Buy |
+95
| New | +$12K | 0.01% | 107 |
|