Financial Consulate’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,153
| Closed | -$384K | – | 108 |
|
|
2019
Q4 | $384K | Sell |
2,153
-327
| -13% | -$58.3K | 0.17% | 68 |
|
|
2019
Q3 | $416K | Buy |
2,480
+205
| +9% | +$34.4K | 0.18% | 69 |
|
|
2019
Q2 | $380K | Hold |
2,275
| – | – | 0.17% | 69 |
|
|
2019
Q1 | $366K | Sell |
2,275
-186
| -8% | -$29.9K | 0.17% | 77 |
|
|
2018
Q4 | $340K | Sell |
2,461
-366
| -13% | -$50.6K | 0.2% | 76 |
|
|
2018
Q3 | $464K | Sell |
2,827
-1
| -0% | -$164 | 0.26% | 72 |
|
|
2018
Q2 | $446K | Sell |
2,828
-122
| -4% | -$19.2K | 0.23% | 72 |
|
|
2018
Q1 | $455K | Sell |
2,950
-5,899
| -67% | -$910K | 0.24% | 69 |
|
|
2017
Q4 | $1.37M | Sell |
8,849
-1,837
| -17% | -$284K | 0.7% | 37 |
|
|
2017
Q3 | $1.57M | Sell |
10,686
-194
| -2% | -$28.5K | 0.86% | 30 |
|
|
2017
Q2 | $1.55M | Sell |
10,880
-2
| -0% | -$285 | 0.91% | 28 |
|
|
2017
Q1 | $1.52M | Buy |
10,882
+8,408
| +340% | +$1.17M | 0.97% | 25 |
|
|
2016
Q4 | $326K | Buy |
2,474
+121
| +5% | +$15.9K | 0.24% | 61 |
|
|
2016
Q3 | $305K | Sell |
2,353
-10
| -0.4% | -$1.3K | 0.27% | 52 |
|
|
2016
Q2 | $292K | Sell |
2,363
-360
| -13% | -$44.5K | 0.22% | 55 |
|
|
2016
Q1 | $330K | Buy |
+2,723
| New | +$330K | 0.23% | 56 |
|