Kalos Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $20.7K | Hold |
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|
2023
Q1 | $19.8K | Hold |
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|
2022
Q4 | $19.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $323K | Buy |
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|
2020
Q3 | $284K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $250K | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
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