HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $76K | Buy |
385
+71
| +23% | +$14K | 0.05% | 112 |
|
|
2022
Q1 | $75K | Hold |
314
| – | – | 0.04% | 114 |
|
|
2021
Q4 | $80K | Hold |
314
| – | – | 0.04% | 115 |
|
|
2021
Q3 | $74K | Hold |
314
| – | – | 0.04% | 110 |
|
|
2021
Q2 | $75K | Sell |
314
-81
| -21% | -$19.3K | 0.04% | 110 |
|
|
2021
Q1 | $87K | Hold |
395
| – | – | 0.05% | 105 |
|
|
2020
Q4 | $82K | Buy |
395
+81
| +26% | +$16.8K | 0.05% | 107 |
|
|
2020
Q3 | $55K | Hold |
314
| – | – | 0.04% | 116 |
|
|
2020
Q2 | $51K | Hold |
314
| – | – | 0.04% | 109 |
|
|
2020
Q1 | $41K | Buy |
+314
| New | +$41K | 0.04% | 123 |
|