Kings Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $39K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $77K | Sell |
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|
2020
Q2 | $153K | Hold |
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|
2020
Q1 | $123K | Hold |
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|
2019
Q4 | $167K | Buy |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $84K | Hold |
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|
2019
Q1 | $80K | Sell |
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|
2018
Q4 | $95K | Hold |
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|
2018
Q3 | $112K | Hold |
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|
2018
Q2 | $108K | Hold |
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|
2018
Q1 | $106K | Sell |
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|
2017
Q4 | $111K | Buy |
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|
2017
Q3 | $105K | Hold |
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|
2017
Q2 | $102K | Hold |
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|
2017
Q1 | $100K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $18K | Sell |
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|
2014
Q4 | $27K | Hold |
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|
2014
Q3 | $25K | Hold |
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|
2014
Q2 | $26K | Buy |
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