Frontier Wealth 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
Q2 | $200K | Hold |
1,016
| – | – | 0.01% | 367 |
|
|
2022
Q1 | $236K | Hold |
1,016
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $259K | Sell |
1,016
-200
| -16% | -$51K | 0.02% | 353 |
|
|
2021
Q3 | $288K | Hold |
1,216
| – | – | 0.02% | 339 |
|
|
2021
Q2 | $289K | Sell |
1,216
-3
| -0.2% | -$713 | 0.02% | 338 |
|
|
2021
Q1 | $270K | Sell |
1,219
-108
| -8% | -$23.9K | 0.02% | 318 |
|
|
2020
Q4 | $274K | Sell |
1,327
-678
| -34% | -$140K | 0.02% | 305 |
|
|
2020
Q3 | $353K | Buy |
2,005
+30
| +2% | +$5.28K | 0.03% | 262 |
|
|
2020
Q2 | $324K | Sell |
1,975
-4,043
| -67% | -$663K | 0.03% | 267 |
|
|
2020
Q1 | $792K | Buy |
6,018
+939
| +18% | +$124K | 0.13% | 138 |
|
|
2019
Q4 | $905K | Hold |
5,079
| – | – | 0.15% | 126 |
|
|
2019
Q3 | $851K | Buy |
5,079
+1,118
| +28% | +$187K | 0.13% | 138 |
|
|
2019
Q2 | $662K | Buy |
3,961
+62
| +2% | +$10.4K | 0.1% | 159 |
|
|
2019
Q1 | $627K | Sell |
3,899
-174
| -4% | -$28K | 0.09% | 190 |
|
|
2018
Q4 | $563K | Buy |
4,073
+2,463
| +153% | +$340K | 0.09% | 192 |
|
|
2018
Q3 | $264K | Buy |
+1,610
| New | +$264K | 0.03% | 324 |
|