HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19
| Closed | -$2K | – | 278 |
|
|
2020
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 264 |
|
|
2020
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 238 |
|
|
2020
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 243 |
|
|
2020
Q1 | $2K | Sell |
19
-500
| -96% | -$52.6K | ﹤0.01% | 235 |
|
|
2019
Q4 | $62K | Buy |
+519
| New | +$62K | 0.02% | 177 |
|