Kings Point Capital Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-345
| Closed | -$39K | – | 371 |
|
|
2018
Q3 | $39K | Sell |
345
-36
| -9% | -$4.07K | 0.01% | 266 |
|
|
2018
Q2 | $42K | Buy |
381
+16
| +4% | +$1.76K | 0.01% | 257 |
|
|
2018
Q1 | $40K | Buy |
+365
| New | +$40K | 0.01% | 259 |
|
|
2016
Q1 | – | Sell |
-138
| Closed | -$12K | – | 342 |
|
|
2015
Q4 | $12K | Hold |
138
| – | – | ﹤0.01% | 340 |
|
|
2015
Q3 | $11K | Hold |
138
| – | – | ﹤0.01% | 362 |
|
|
2015
Q2 | $12K | Hold |
138
| – | – | ﹤0.01% | 339 |
|
|
2015
Q1 | $13K | Buy |
+138
| New | +$13K | ﹤0.01% | 339 |
|