Kathryn A. Hall’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,905
| Closed | -$2.35M | – | 43 |
|
|
2024
Q3 | $2.35M | Hold |
8,905
| – | – | 0.49% | 25 |
|
|
2024
Q2 | $2.16M | Hold |
8,905
| – | – | 0.5% | 24 |
|
|
2024
Q1 | $2.23M | Hold |
8,905
| – | – | 0.51% | 28 |
|
|
2023
Q4 | $2.07M | Hold |
8,905
| – | – | 0.58% | 26 |
|
|
2023
Q3 | $1.85M | Hold |
8,905
| – | – | 0.63% | 28 |
|
|
2023
Q2 | $1.96M | Hold |
8,905
| – | – | 0.64% | 27 |
|
|
2023
Q1 | $1.88M | Hold |
8,905
| – | – | 0.55% | 35 |
|
|
2022
Q4 | $1.81M | Hold |
8,905
| – | – | 0.75% | 29 |
|
|
2022
Q3 | $1.67M | Hold |
8,905
| – | – | 0.69% | 31 |
|
|
2022
Q2 | $1.75M | Hold |
8,905
| – | – | 0.64% | 31 |
|
|
2022
Q1 | $2.12M | Hold |
8,905
| – | – | 0.64% | 32 |
|
|
2021
Q4 | $2.27M | Hold |
8,905
| – | – | 0.52% | 30 |
|
|
2021
Q3 | $2.11M | Hold |
8,905
| – | – | 0.64% | 29 |
|
|
2021
Q2 | $2.11M | Hold |
8,905
| – | – | 0.67% | 29 |
|
|
2021
Q1 | $1.97M | Hold |
8,905
| – | – | 0.65% | 29 |
|
|
2020
Q4 | $1.84M | Sell |
8,905
-11,067
| -55% | -$2.29M | 0.64% | 30 |
|
|
2020
Q3 | $3.52M | Sell |
19,972
-1,378
| -6% | -$243K | 1.67% | 10 |
|
|
2020
Q2 | $3.5M | Buy |
21,350
+2,235
| +12% | +$366K | 2.01% | 9 |
|
|
2020
Q1 | $2.52M | Buy |
19,115
+9,295
| +95% | +$1.22M | 2.09% | 12 |
|
|
2019
Q4 | $1.75M | Hold |
9,820
| – | – | 1.08% | 13 |
|
|
2019
Q3 | $1.65M | Buy |
9,820
+3,520
| +56% | +$590K | 1.34% | 13 |
|
|
2019
Q2 | $1.05M | Hold |
6,300
| – | – | 0.84% | 19 |
|
|
2019
Q1 | $1.01M | Buy |
+6,300
| New | +$1.01M | 0.68% | 19 |
|