Emery Howard Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $62.5M | Buy |
245,430
+11,268
| +5% | +$2.87M | 8.08% | 4 |
|
|
2021
Q3 | $55.4M | Buy |
234,162
+7,198
| +3% | +$1.7M | 8.12% | 4 |
|
|
2021
Q2 | $53.9M | Buy |
226,964
+8,806
| +4% | +$2.09M | 7.93% | 4 |
|
|
2021
Q1 | $48.3M | Buy |
218,158
+298
| +0.1% | +$66K | 7.81% | 3 |
|
|
2020
Q4 | $45M | Buy |
217,860
+3,573
| +2% | +$739K | 7.75% | 3 |
|
|
2020
Q3 | $37.8M | Buy |
214,287
+3,417
| +2% | +$602K | 7.53% | 4 |
|
|
2020
Q2 | $34.6M | Buy |
210,870
+2,343
| +1% | +$384K | 7.41% | 4 |
|
|
2020
Q1 | $27.5M | Sell |
208,527
-3,777
| -2% | -$497K | 6.71% | 5 |
|
|
2019
Q4 | $37.8M | Sell |
212,304
-1,515
| -0.7% | -$270K | 7.05% | 5 |
|
|
2019
Q3 | $35.8M | Sell |
213,819
-8,300
| -4% | -$1.39M | 7.27% | 4 |
|
|
2019
Q2 | $37.1M | Buy |
222,119
+86
| +0% | +$14.4K | 7.52% | 4 |
|
|
2019
Q1 | $35.7M | Sell |
222,033
-90
| -0% | -$14.5K | 7.43% | 4 |
|
|
2018
Q4 | $30.7M | Buy |
222,123
+5,409
| +2% | +$747K | 7.24% | 4 |
|
|
2018
Q3 | $35.6M | Sell |
216,714
-622
| -0.3% | -$102K | 7.31% | 4 |
|
|
2018
Q2 | $34.3M | Sell |
217,336
-1,126
| -0.5% | -$178K | 7.34% | 4 |
|
|
2018
Q1 | $33.7M | Sell |
218,462
-1,204
| -0.5% | -$186K | 7.26% | 4 |
|
|
2017
Q4 | $34M | Sell |
219,666
-1,805
| -0.8% | -$279K | 7.26% | 4 |
|
|
2017
Q3 | $32.6M | Sell |
221,471
-2,276
| -1% | -$335K | 7.22% | 4 |
|
|
2017
Q2 | $31.9M | Sell |
223,747
-4,109
| -2% | -$586K | 6.93% | 4 |
|
|
2017
Q1 | $31.7M | Sell |
227,856
-11,786
| -5% | -$1.64M | 7.18% | 4 |
|
|
2016
Q4 | $31.5M | Sell |
239,642
-110
| -0% | -$14.5K | 7.44% | 3 |
|
|
2016
Q3 | $31M | Sell |
239,752
-1,953
| -0.8% | -$253K | 7.41% | 3 |
|
|
2016
Q2 | $29.9M | Sell |
241,705
-4,886
| -2% | -$604K | 7.44% | 3 |
|
|
2016
Q1 | $29.9M | Sell |
246,591
-264
| -0.1% | -$32K | 7.56% | 3 |
|
|
2015
Q4 | $29.7M | Sell |
246,855
-510
| -0.2% | -$61.3K | 7.65% | 3 |
|
|
2015
Q3 | $28.9M | Buy |
247,365
+5,429
| +2% | +$633K | 7.89% | 3 |
|
|
2015
Q2 | $30.8M | Buy |
241,936
+165
| +0.1% | +$21K | 7.93% | 3 |
|
|
2015
Q1 | $32.1M | Sell |
241,771
-1,795
| -0.7% | -$238K | 8.26% | 3 |
|
|
2014
Q4 | $30.1M | Buy |
243,566
+4,721
| +2% | +$583K | 8.7% | 3 |
|
|
2014
Q3 | $28M | Sell |
238,845
-1,817
| -0.8% | -$213K | 8.86% | 3 |
|
|
2014
Q2 | $28.6M | Buy |
240,662
+2,391
| +1% | +$284K | 8.78% | 3 |
|
|
2014
Q1 | $27.1M | Buy |
238,271
+2,348
| +1% | +$267K | 8.86% | 3 |
|
|
2013
Q4 | $26M | Sell |
235,923
-9,198
| -4% | -$1.01M | 8.66% | 3 |
|
|
2013
Q3 | $25.1M | Sell |
245,121
-7,839
| -3% | -$803K | 9.22% | 3 |
|
|
2013
Q2 | $24.1M | Buy |
+252,960
| New | +$24.1M | 9.31% | 3 |
|