Dixon Hubard Feinour & Brown’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.8M | Buy |
9,151
+84
| +0.9% | +$16.6K | 0.21% | 105 |
|
|
2022
Q1 | $2.16M | Buy |
9,067
+277
| +3% | +$65.9K | 0.22% | 110 |
|
|
2021
Q4 | $2.24M | Sell |
8,790
-134
| -2% | -$34.1K | 0.22% | 107 |
|
|
2021
Q3 | $2.11M | Buy |
8,924
+123
| +1% | +$29.1K | 0.45% | 50 |
|
|
2021
Q2 | $2.09M | Sell |
8,801
-7,840
| -47% | -$1.86M | 0.43% | 53 |
|
|
2021
Q1 | $3.3M | Buy |
16,641
+8,204
| +97% | +$1.63M | 0.41% | 56 |
|
|
2020
Q4 | $1.49M | Hold |
8,437
| – | – | 0.38% | 53 |
|
|
2020
Q3 | $1.49M | Buy |
8,437
+303
| +4% | +$53.4K | 0.38% | 53 |
|
|
2020
Q2 | $1.39M | Buy |
8,134
+3,468
| +74% | +$594K | 0.36% | 58 |
|
|
2020
Q1 | $614K | Buy |
4,666
+2,819
| +153% | +$371K | 0.21% | 83 |
|
|
2019
Q4 | $329K | Buy |
1,847
+10
| +0.5% | +$1.78K | 0.09% | 132 |
|
|
2019
Q3 | $308K | Sell |
1,837
-43
| -2% | -$7.21K | 0.09% | 133 |
|
|
2019
Q2 | $314K | Hold |
1,880
| – | – | 0.09% | 131 |
|
|
2019
Q1 | $302K | Buy |
1,880
+5
| +0.3% | +$803 | 0.09% | 129 |
|
|
2018
Q4 | $259K | Sell |
1,875
-213
| -10% | -$29.4K | 0.1% | 130 |
|
|
2018
Q3 | $343K | Hold |
2,088
| – | – | 0.09% | 128 |
|
|
2018
Q2 | $329K | Sell |
2,088
-9,090
| -81% | -$1.43M | 0.1% | 125 |
|
|
2018
Q1 | $1.72M | Buy |
11,178
+2,910
| +35% | +$449K | 0.48% | 57 |
|
|
2017
Q4 | $1.28M | Buy |
8,268
+10
| +0.1% | +$1.55K | 0.35% | 76 |
|
|
2017
Q3 | $1.21M | Buy |
8,258
+85
| +1% | +$12.5K | 0.35% | 78 |
|
|
2017
Q2 | $1.17M | Hold |
8,173
| – | – | 0.34% | 79 |
|
|
2017
Q1 | $1.14M | Hold |
8,173
| – | – | 0.34% | 83 |
|
|
2016
Q4 | $1.08M | Sell |
8,173
-25
| -0.3% | -$3.29K | 0.34% | 82 |
|
|
2016
Q3 | $1.06M | Buy |
8,198
+28
| +0.3% | +$3.62K | 0.33% | 79 |
|
|
2016
Q2 | $1.01M | Sell |
8,170
-30
| -0.4% | -$3.71K | 0.32% | 82 |
|
|
2016
Q1 | $999K | Buy |
8,200
+20
| +0.2% | +$2.44K | 0.33% | 83 |
|
|
2015
Q4 | $982K | Sell |
8,180
-200
| -2% | -$24K | 0.31% | 78 |
|
|
2015
Q3 | $978K | Sell |
8,380
-912
| -10% | -$106K | 0.36% | 71 |
|
|
2015
Q2 | $1.18M | Sell |
9,292
-75
| -0.8% | -$9.56K | 0.36% | 68 |
|
|
2015
Q1 | $1.24M | Buy |
9,367
+20
| +0.2% | +$2.65K | 0.37% | 68 |
|
|
2014
Q4 | $1.16M | Sell |
9,347
-380
| -4% | -$47K | 0.36% | 75 |
|
|
2014
Q3 | $1.14M | Buy |
9,727
+335
| +4% | +$39.3K | 0.37% | 73 |
|
|
2014
Q2 | $1.12M | Buy |
9,392
+490
| +6% | +$58.2K | 0.36% | 73 |
|
|
2014
Q1 | $1.01M | Buy |
8,902
+2,060
| +30% | +$234K | 0.35% | 74 |
|
|
2013
Q4 | $753K | Buy |
6,842
+1,102
| +19% | +$121K | 0.28% | 86 |
|
|
2013
Q3 | $588K | Buy |
+5,740
| New | +$588K | 0.25% | 89 |
|