Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
| Closed | -$24K | – | 86 |
|
|
2024
Q2 | $24K | Sell |
100
-52
| -34% | -$12.5K | ﹤0.01% | 79 |
|
|
2024
Q1 | $38K | Hold |
152
| – | – | ﹤0.01% | 80 |
|
|
2023
Q4 | $35K | Buy |
152
+52
| +52% | +$12K | ﹤0.01% | 79 |
|
|
2023
Q3 | $21K | Hold |
100
| – | – | ﹤0.01% | 81 |
|
|
2023
Q2 | $22K | Hold |
100
| – | – | ﹤0.01% | 82 |
|
|
2023
Q1 | $21K | Sell |
100
-23
| -19% | -$4.83K | ﹤0.01% | 82 |
|
|
2022
Q4 | $25K | Buy |
123
+23
| +23% | +$4.68K | ﹤0.01% | 81 |
|
|
2022
Q3 | $19K | Hold |
100
| – | – | ﹤0.01% | 78 |
|
|
2022
Q2 | $20K | Buy |
+100
| New | +$20K | ﹤0.01% | 76 |
|
|
2020
Q1 | – | Sell |
-816
| Closed | -$145K | – | 105 |
|
|
2019
Q4 | $145K | Hold |
816
| – | – | 0.02% | 72 |
|
|
2019
Q3 | $137K | Hold |
816
| – | – | 0.02% | 86 |
|
|
2019
Q2 | $136K | Hold |
816
| – | – | 0.02% | 81 |
|
|
2019
Q1 | $131K | Buy |
+816
| New | +$131K | 0.02% | 87 |
|