EFS
Edelman Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,341
| Closed | -$384K | – | 25 |
|
|
2018
Q3 | $384K | Hold |
2,341
| – | – | ﹤0.01% | 29 |
|
|
2018
Q2 | $369K | Buy |
2,341
+174
| +8% | +$27.4K | ﹤0.01% | 29 |
|
|
2018
Q1 | $334K | Sell |
2,167
-115
| -5% | -$17.7K | ﹤0.01% | 29 |
|
|
2017
Q4 | $353K | Sell |
2,282
-18
| -0.8% | -$2.78K | ﹤0.01% | 23 |
|
|
2017
Q3 | $338K | Buy |
2,300
+46
| +2% | +$6.76K | ﹤0.01% | 23 |
|
|
2017
Q2 | $321K | Sell |
2,254
-41
| -2% | -$5.84K | ﹤0.01% | 23 |
|
|
2017
Q1 | $320K | Buy |
2,295
+33
| +1% | +$4.6K | ﹤0.01% | 18 |
|
|
2016
Q4 | $298K | Buy |
2,262
+18
| +0.8% | +$2.37K | ﹤0.01% | 18 |
|
|
2016
Q3 | $290K | Buy |
2,244
+295
| +15% | +$38.1K | ﹤0.01% | 18 |
|
|
2016
Q2 | $241K | Buy |
1,949
+8
| +0.4% | +$989 | ﹤0.01% | 19 |
|
|
2016
Q1 | $235K | Sell |
1,941
-21,455
| -92% | -$2.6M | ﹤0.01% | 19 |
|
|
2015
Q4 | $2.81M | Buy |
23,396
+21,098
| +918% | +$2.53M | 0.04% | 16 |
|
|
2015
Q3 | $268K | Sell |
2,298
-1,315
| -36% | -$153K | ﹤0.01% | 19 |
|
|
2015
Q2 | $460K | Sell |
3,613
-59
| -2% | -$7.51K | 0.01% | 18 |
|
|
2015
Q1 | $487K | Sell |
3,672
-89
| -2% | -$11.8K | 0.01% | 18 |
|
|
2014
Q4 | $465K | Buy |
3,761
+302
| +9% | +$37.3K | 0.01% | 17 |
|
|
2014
Q3 | $406K | Buy |
3,459
+570
| +20% | +$66.9K | 0.01% | 17 |
|
|
2014
Q2 | $343K | Sell |
2,889
-361
| -11% | -$42.9K | 0.01% | 18 |
|
|
2014
Q1 | $369K | Buy |
3,250
+10
| +0.3% | +$1.14K | 0.01% | 17 |
|
|
2013
Q4 | $356K | Sell |
3,240
-387
| -11% | -$42.5K | 0.01% | 16 |
|
|
2013
Q3 | $372K | Sell |
3,627
-37
| -1% | -$3.8K | 0.01% | 18 |
|
|
2013
Q2 | $349K | Buy |
+3,664
| New | +$349K | 0.01% | 18 |
|