Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.2M | Buy |
59,610
+1,870
| +3% | +$352K | 0.96% | 43 |
|
|
2022
Q2 | $11.4M | Buy |
57,740
+563
| +1% | +$111K | 0.92% | 43 |
|
|
2022
Q1 | $13.6M | Buy |
57,177
+9,512
| +20% | +$2.26M | 0.98% | 42 |
|
|
2021
Q4 | $12.1M | Buy |
47,665
+8,683
| +22% | +$2.21M | 0.87% | 44 |
|
|
2021
Q3 | $9.23M | Buy |
38,982
+8,889
| +30% | +$2.1M | 0.73% | 54 |
|
|
2021
Q2 | $7.14M | Buy |
30,093
+9,505
| +46% | +$2.26M | 0.59% | 58 |
|
|
2021
Q1 | $4.56M | Buy |
20,588
+5,327
| +35% | +$1.18M | 0.44% | 58 |
|
|
2020
Q4 | $3.16M | Buy |
15,261
+2,400
| +19% | +$496K | 0.32% | 62 |
|
|
2020
Q3 | $2.27M | Buy |
12,861
+2,363
| +23% | +$417K | 0.26% | 68 |
|
|
2020
Q2 | $1.72M | Buy |
10,498
+5,068
| +93% | +$831K | 0.23% | 60 |
|
|
2020
Q1 | $715K | Buy |
5,430
+1,523
| +39% | +$201K | 0.11% | 87 |
|
|
2019
Q4 | $696K | Buy |
3,907
+427
| +12% | +$76.1K | 0.09% | 100 |
|
|
2019
Q3 | $583K | Buy |
3,480
+25
| +0.7% | +$4.19K | 0.08% | 106 |
|
|
2019
Q2 | $578K | Sell |
3,455
-86
| -2% | -$14.4K | 0.08% | 103 |
|
|
2019
Q1 | $580K | Buy |
3,541
+19
| +0.5% | +$3.11K | 0.08% | 100 |
|
|
2018
Q4 | $487K | Buy |
3,522
+23
| +0.7% | +$3.18K | 0.08% | 101 |
|
|
2018
Q3 | $575K | Buy |
3,499
+233
| +7% | +$38.3K | 0.09% | 100 |
|
|
2018
Q2 | $515K | Buy |
3,266
+281
| +9% | +$44.3K | 0.09% | 103 |
|
|
2018
Q1 | $460K | Buy |
2,985
+123
| +4% | +$19K | 0.08% | 104 |
|
|
2017
Q4 | $443K | Buy |
2,862
+47
| +2% | +$7.28K | 0.07% | 108 |
|
|
2017
Q3 | $414K | Buy |
2,815
+55
| +2% | +$8.09K | 0.07% | 98 |
|
|
2017
Q2 | $393K | Sell |
2,760
-327
| -11% | -$46.6K | 0.07% | 99 |
|
|
2017
Q1 | $430K | Buy |
+3,087
| New | +$430K | 0.09% | 88 |
|