FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $9K | Hold |
38
| – | – | ﹤0.01% | 285 |
|
|
2021
Q1 | $9K | Sell |
38
-4,331
| -99% | -$1.03M | ﹤0.01% | 291 |
|
|
2020
Q4 | $903K | Buy |
+4,369
| New | +$903K | 0.02% | 334 |
|
|
2020
Q1 | – | Sell |
-1,210
| Closed | -$216K | – | 378 |
|
|
2019
Q4 | $216K | Buy |
+1,210
| New | +$216K | 0.01% | 343 |
|
|
2019
Q3 | – | Sell |
-1,925
| Closed | -$322K | – | 378 |
|
|
2019
Q2 | $322K | Sell |
1,925
-444
| -19% | -$74.3K | 0.01% | 262 |
|
|
2019
Q1 | $381K | Buy |
2,369
+189
| +9% | +$30.4K | 0.02% | 229 |
|
|
2018
Q4 | $358K | Hold |
2,180
| – | – | 0.02% | 243 |
|
|
2018
Q3 | $358K | Buy |
2,180
+64
| +3% | +$10.5K | 0.02% | 243 |
|
|
2018
Q2 | $334K | Buy |
+2,116
| New | +$334K | 0.02% | 240 |
|