Gupta 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
2016
Q1
$528K Sell
4,353
-121
-3% -$14.7K 0.12% 142
2015
Q4
$537K Sell
4,474
-3,772
-46% -$453K 0.14% 139
2015
Q3
$962K Sell
8,246
-82
-1% -$9.57K 0.23% 91
2015
Q2
$1.06M Sell
8,328
-7,495
-47% -$955K 0.26% 87
2015
Q1
$1.9M Buy
+15,823
New +$1.9M 0.56% 51