Douglass Winthrop 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,404
| Closed | -$370K | – | 299 |
|
|
2024
Q3 | $370K | Buy |
+1,404
| New | +$370K | 0.01% | 222 |
|
|
2021
Q1 | – | Sell |
-1,188
| Closed | -$246K | – | 275 |
|
|
2020
Q4 | $246K | Buy |
+1,188
| New | +$246K | 0.01% | 240 |
|
|
2020
Q3 | – | Sell |
-1,793
| Closed | -$294K | – | 270 |
|
|
2020
Q2 | $294K | Buy |
1,793
+188
| +12% | +$30.8K | 0.01% | 214 |
|
|
2020
Q1 | $211K | Sell |
1,605
-2,087
| -57% | -$274K | 0.01% | 219 |
|
|
2019
Q4 | $658K | Buy |
3,692
+2,387
| +183% | +$425K | 0.02% | 163 |
|
|
2019
Q3 | $219K | Hold |
1,305
| – | – | 0.01% | 250 |
|
|
2019
Q2 | $218K | Buy |
+1,305
| New | +$218K | 0.01% | 247 |
|