Johanson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.14M | Buy |
12,312
+1,834
| +18% | +$467K | 0.96% | 29 |
|
|
2021
Q3 | $2.48M | Buy |
10,478
+582
| +6% | +$138K | 0.85% | 30 |
|
|
2021
Q2 | $2.33M | Buy |
9,896
+1,174
| +13% | +$276K | 0.79% | 32 |
|
|
2021
Q1 | $1.99M | Buy |
8,722
+1,410
| +19% | +$322K | 0.73% | 34 |
|
|
2020
Q4 | $1.51M | Buy |
7,312
+623
| +9% | +$129K | 0.61% | 39 |
|
|
2020
Q3 | $1.21M | Buy |
6,689
+830
| +14% | +$150K | 0.54% | 44 |
|
|
2020
Q2 | $960K | Buy |
+5,859
| New | +$960K | 0.48% | 47 |
|
|
2020
Q1 | – | Sell |
-119,630
| Closed | -$671K | – | 241 |
|
|
2019
Q4 | $671K | Buy |
+119,630
| New | +$671K | 0.03% | 171 |
|