Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-300
| Closed | -$50K | – | 496 |
|
|
2019
Q2 | $50K | Sell |
300
-80
| -21% | -$13.3K | ﹤0.01% | 276 |
|
|
2019
Q1 | $61K | Buy |
380
+80
| +27% | +$12.8K | ﹤0.01% | 240 |
|
|
2018
Q4 | $41K | Hold |
300
| – | – | ﹤0.01% | 281 |
|
|
2018
Q3 | $49K | Sell |
300
-231
| -44% | -$37.7K | ﹤0.01% | 289 |
|
|
2018
Q2 | $84K | Buy |
+531
| New | +$84K | 0.01% | 205 |
|