Investors Financial Group’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
Q1 | – | Sell |
-2,162
| Closed | -$551K | – | 183 |
|
2021
Q4 | $551K | Sell |
2,162
-221
| -9% | -$56.3K | 0.26% | 104 |
|
2021
Q3 | $564K | Buy |
2,383
+187
| +9% | +$44.3K | 0.3% | 90 |
|
2021
Q2 | $521K | Buy |
2,196
+44
| +2% | +$10.4K | 0.28% | 98 |
|
2021
Q1 | $476K | Buy |
2,152
+340
| +19% | +$75.2K | 0.28% | 97 |
|
2020
Q4 | $375K | Buy |
1,812
+398
| +28% | +$82.4K | 0.25% | 105 |
|
2020
Q3 | $249K | Hold |
1,414
| – | – | 0.19% | 129 |
|
2020
Q2 | $232K | Buy |
+1,414
| New | +$232K | 0.19% | 125 |
|
2020
Q1 | – | Sell |
-1,604
| Closed | -$286K | – | 143 |
|
2019
Q4 | $286K | Buy |
+1,604
| New | +$286K | 0.23% | 100 |
|