EC
Estate Counselors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,025
| Closed | -$3.75M | – | 138 |
|
|
2023
Q3 | $3.75M | Hold |
18,025
| – | – | 0.5% | 40 |
|
|
2023
Q2 | $3.97M | Sell |
18,025
-160
| -0.9% | -$35.2K | 0.5% | 41 |
|
|
2023
Q1 | $3.84M | Buy |
18,185
+240
| +1% | +$50.6K | 0.51% | 38 |
|
|
2022
Q4 | $3.66M | Buy |
17,945
+6,100
| +51% | +$1.24M | 0.51% | 50 |
|
|
2022
Q3 | $2.23M | Buy |
11,845
+1,165
| +11% | +$219K | 0.34% | 47 |
|
|
2022
Q2 | $2.1M | Buy |
10,680
+1,500
| +16% | +$295K | 0.31% | 49 |
|
|
2022
Q1 | $2.18M | Sell |
9,180
-80
| -0.9% | -$19K | 0.28% | 53 |
|
|
2021
Q4 | $2.36M | Sell |
9,260
-2,980
| -24% | -$759K | 0.29% | 46 |
|
|
2021
Q3 | $2.9M | Sell |
12,240
-41,090
| -77% | -$9.73M | 0.36% | 47 |
|
|
2021
Q2 | $12.7M | Buy |
53,330
+1,270
| +2% | +$301K | 1.66% | 17 |
|
|
2021
Q1 | $11.5M | Hold |
52,060
| – | – | 1.69% | 19 |
|
|
2020
Q4 | $10.8M | Sell |
52,060
-40,280
| -44% | -$8.33M | 1.62% | 18 |
|
|
2020
Q3 | $16.3M | Buy |
92,340
+6,110
| +7% | +$1.08M | 2.53% | 9 |
|
|
2020
Q2 | $14.1M | Sell |
86,230
-8,691
| -9% | -$1.42M | 2.26% | 12 |
|
|
2020
Q1 | $12.5M | Buy |
94,921
+76,221
| +408% | +$10M | 2.06% | 13 |
|
|
2019
Q4 | $3.33M | Sell |
18,700
-40
| -0.2% | -$7.13K | 0.49% | 49 |
|
|
2019
Q3 | $3.14M | Hold |
18,740
| – | – | 0.48% | 50 |
|
|
2019
Q2 | $3.13M | Sell |
18,740
-900
| -5% | -$150K | 0.49% | 50 |
|
|
2019
Q1 | $3.16M | Buy |
19,640
+600
| +3% | +$96.4K | 0.54% | 41 |
|
|
2018
Q4 | $2.63M | Sell |
19,040
-400
| -2% | -$55.3K | 0.53% | 51 |
|
|
2018
Q3 | $3.19M | Hold |
19,440
| – | – | 0.58% | 45 |
|
|
2018
Q2 | $3.07M | Sell |
19,440
-1,260
| -6% | -$199K | 0.58% | 46 |
|
|
2018
Q1 | $3.19M | Buy |
20,700
+2,000
| +11% | +$308K | 0.59% | 44 |
|
|
2017
Q4 | $2.89M | Sell |
18,700
-1,200
| -6% | -$186K | 0.58% | 45 |
|
|
2017
Q3 | $2.93M | Hold |
19,900
| – | – | 0.58% | 42 |
|
|
2017
Q2 | $2.84M | Sell |
19,900
-3,000
| -13% | -$428K | 0.64% | 42 |
|
|
2017
Q1 | $3.19M | Buy |
22,900
+100
| +0.4% | +$13.9K | 0.83% | 38 |
|
|
2016
Q4 | $3M | Buy |
22,800
+1,600
| +8% | +$211K | 0.83% | 44 |
|
|
2016
Q3 | $2.74M | Hold |
21,200
| – | – | 1.06% | 33 |
|
|
2016
Q2 | $2.62M | Hold |
21,200
| – | – | 1.04% | 31 |
|
|
2016
Q1 | $2.57M | Buy |
21,200
+8,460
| +66% | +$1.03M | 1.13% | 29 |
|
|
2015
Q4 | $1.53M | Sell |
12,740
-420
| -3% | -$50.4K | 0.62% | 39 |
|
|
2015
Q3 | $1.53M | Sell |
13,160
-700
| -5% | -$81.5K | 0.62% | 38 |
|
|
2015
Q2 | $1.77M | Hold |
13,860
| – | – | 0.61% | 32 |
|
|
2015
Q1 | $1.84M | Sell |
13,860
-95,150
| -87% | -$12.6M | 0.65% | 32 |
|
|
2014
Q4 | $13.5M | Sell |
109,010
-721
| -0.7% | -$89.1K | 4.76% | 7 |
|
|
2014
Q3 | $12.9M | Hold |
109,731
| – | – | 4.96% | 6 |
|
|
2014
Q2 | $13M | Sell |
109,731
-1,070
| -1% | -$127K | 4.97% | 6 |
|
|
2014
Q1 | $12.6M | Buy |
110,801
+3,950
| +4% | +$449K | 5.05% | 5 |
|
|
2013
Q4 | $11.8M | Sell |
106,851
-620
| -0.6% | -$68.2K | 5.22% | 5 |
|
|
2013
Q3 | $11M | Sell |
107,471
-380
| -0.4% | -$38.9K | 5.1% | 5 |
|
|
2013
Q2 | $10.3M | Buy |
+107,851
| New | +$10.3M | 5.21% | 6 |
|