DY
Dowling & Yahnke’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.67M | Buy |
51,449
+7,022
| +16% | +$1.32M | 0.45% | 45 |
|
|
2022
Q2 | $8.75M | Buy |
44,427
+6,996
| +19% | +$1.38M | 0.41% | 59 |
|
|
2022
Q1 | $8.9M | Buy |
37,431
+5,222
| +16% | +$1.24M | 0.39% | 67 |
|
|
2021
Q4 | $8.21M | Buy |
32,209
+11,037
| +52% | +$2.81M | 0.39% | 80 |
|
|
2021
Q3 | $5.01M | Buy |
21,172
+4,531
| +27% | +$1.07M | 0.28% | 105 |
|
|
2021
Q2 | $3.95M | Sell |
16,641
-341
| -2% | -$80.9K | 0.23% | 115 |
|
|
2021
Q1 | $3.76M | Sell |
16,982
-105
| -0.6% | -$23.2K | 0.26% | 111 |
|
|
2020
Q4 | $3.53M | Sell |
17,087
-41
| -0.2% | -$8.48K | 0.25% | 108 |
|
|
2020
Q3 | $3.02M | Buy |
17,128
+1,886
| +12% | +$332K | 0.24% | 110 |
|
|
2020
Q2 | $2.5M | Sell |
15,242
-1,255
| -8% | -$206K | 0.21% | 120 |
|
|
2020
Q1 | $2.17M | Buy |
16,497
+3,029
| +22% | +$399K | 0.21% | 123 |
|
|
2019
Q4 | $2.4M | Sell |
13,468
-244
| -2% | -$43.5K | 0.18% | 135 |
|
|
2019
Q3 | $2.3M | Buy |
13,712
+116
| +0.9% | +$19.4K | 0.19% | 133 |
|
|
2019
Q2 | $2.27M | Sell |
13,596
-348
| -2% | -$58.2K | 0.19% | 134 |
|
|
2019
Q1 | $2.24M | Sell |
13,944
-932
| -6% | -$150K | 0.22% | 118 |
|
|
2018
Q4 | $2.29M | Sell |
14,876
-86
| -0.6% | -$13.2K | 0.24% | 109 |
|
|
2018
Q3 | $2.46M | Sell |
14,962
-255
| -2% | -$41.9K | 0.21% | 128 |
|
|
2018
Q2 | $2.4M | Sell |
15,217
-58
| -0.4% | -$9.14K | 0.22% | 124 |
|
|
2018
Q1 | $2.36M | Sell |
15,275
-503
| -3% | -$77.6K | 0.22% | 125 |
|
|
2017
Q4 | $2.44M | Buy |
15,778
+8
| +0.1% | +$1.24K | 0.22% | 125 |
|
|
2017
Q3 | $2.32M | Sell |
15,770
-305
| -2% | -$44.8K | 0.24% | 121 |
|
|
2017
Q2 | $2.29M | Buy |
16,075
+245
| +2% | +$34.9K | 0.24% | 117 |
|
|
2017
Q1 | $2.2M | Sell |
15,830
-425
| -3% | -$59.2K | 0.23% | 119 |
|
|
2016
Q4 | $2.14M | Sell |
16,255
-405
| -2% | -$53.3K | 0.24% | 115 |
|
|
2016
Q3 | $2.16M | Sell |
16,660
-60
| -0.4% | -$7.77K | 0.25% | 115 |
|
|
2016
Q2 | $2.07M | Sell |
16,720
-371
| -2% | -$45.9K | 0.25% | 115 |
|
|
2016
Q1 | $2.07M | Sell |
17,091
-2,620
| -13% | -$318K | 0.26% | 113 |
|
|
2015
Q4 | $2.37M | Buy |
19,711
+2,323
| +13% | +$279K | 0.3% | 105 |
|
|
2015
Q3 | $2.03M | Sell |
17,388
-26
| -0.1% | -$3.03K | 0.28% | 109 |
|
|
2015
Q2 | $2.22M | Buy |
17,414
+754
| +5% | +$96.1K | 0.28% | 107 |
|
|
2015
Q1 | $2.21M | Sell |
16,660
-140
| -0.8% | -$18.6K | 0.28% | 108 |
|
|
2014
Q4 | $2.08M | Sell |
16,800
-59
| -0.3% | -$7.29K | 0.26% | 111 |
|
|
2014
Q3 | $1.98M | Buy |
16,859
+115
| +0.7% | +$13.5K | 0.26% | 109 |
|
|
2014
Q2 | $1.99M | Sell |
16,744
-521
| -3% | -$61.8K | 0.26% | 109 |
|
|
2014
Q1 | $1.96M | Buy |
17,265
+1,892
| +12% | +$215K | 0.26% | 110 |
|
|
2013
Q4 | $1.69M | Sell |
15,373
-45
| -0.3% | -$4.95K | 0.24% | 117 |
|
|
2013
Q3 | $1.58M | Sell |
15,418
-597
| -4% | -$61.2K | 0.25% | 114 |
|
|
2013
Q2 | $1.52M | Buy |
+16,015
| New | +$1.52M | 0.25% | 112 |
|