FinTrust Capital Advisors’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 | $62.6K | Buy |
237
+124
| +110% | +$32.7K | 0.01% | 514 |
|
|
2024
Q2 | $27.4K | Buy |
113
+3
| +3% | +$727 | 0.01% | 677 |
|
|
2024
Q1 | $27.5K | Buy |
110
+13
| +13% | +$3.25K | 0.01% | 663 |
|
|
2023
Q4 | $22.6K | Buy |
97
+7
| +8% | +$1.63K | ﹤0.01% | 652 |
|
|
2023
Q3 | $18.7K | Hold |
90
| – | – | ﹤0.01% | 661 |
|
|
2023
Q2 | $18.3K | Hold |
90
| – | – | ﹤0.01% | 664 |
|
|
2023
Q1 | $18.3K | Hold |
90
| – | – | ﹤0.01% | 663 |
|
|
2022
Q4 | $18.3K | Hold |
90
| – | – | ﹤0.01% | 662 |
|
|
2022
Q3 | $18K | Buy |
90
+47
| +109% | +$9.4K | ﹤0.01% | 745 |
|
|
2022
Q2 | $9K | Buy |
+43
| New | +$9K | ﹤0.01% | 926 |
|
|
2021
Q1 | – | Sell |
-62
| Closed | -$13K | – | 1167 |
|
|
2020
Q4 | $13K | Buy |
62
+56
| +933% | +$11.7K | ﹤0.01% | 771 |
|
|
2020
Q3 | $1 | Hold |
6
| – | – | ﹤0.01% | 1108 |
|
|
2020
Q2 | $1K | Sell |
6
-436
| -99% | -$72.7K | ﹤0.01% | 1026 |
|
|
2020
Q1 | $58K | Sell |
442
-53
| -11% | -$6.96K | 0.03% | 397 |
|
|
2019
Q4 | $88K | Hold |
495
| – | – | 0.04% | 341 |
|
|
2019
Q3 | $83K | Buy |
495
+180
| +57% | +$30.2K | 0.03% | 338 |
|
|
2019
Q2 | $53K | Buy |
315
+53
| +20% | +$8.92K | 0.02% | 400 |
|
|
2019
Q1 | $42K | Hold |
262
| – | – | 0.02% | 421 |
|
|
2018
Q4 | $36K | Buy |
+262
| New | +$36K | 0.02% | 447 |
|