Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $304K | Hold |
1,490
| – | – | 0.07% | 105 |
|
|
2022
Q3 | $280K | Hold |
1,490
| – | – | 0.07% | 109 |
|
|
2022
Q2 | $293K | Hold |
1,490
| – | – | 0.06% | 112 |
|
|
2022
Q1 | $354K | Hold |
1,490
| – | – | 0.07% | 105 |
|
|
2021
Q4 | $380K | Hold |
1,490
| – | – | 0.07% | 102 |
|
|
2021
Q3 | $353K | Hold |
1,490
| – | – | 0.06% | 99 |
|
|
2021
Q2 | $354K | Sell |
1,490
-8
| -0.5% | -$1.9K | 0.06% | 95 |
|
|
2021
Q1 | $332K | Buy |
1,498
+8
| +0.5% | +$1.77K | 0.07% | 96 |
|
|
2020
Q4 | $308K | Hold |
1,490
| – | – | 0.07% | 89 |
|
|
2020
Q3 | $263K | Hold |
1,490
| – | – | 0.07% | 89 |
|
|
2020
Q2 | $244K | Buy |
+1,490
| New | +$244K | 0.07% | 86 |
|