KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $424K | Sell |
3,615
-3,215
| -47% | -$377K | 0.06% | 298 |
|
|
2014
Q2 | $810K | Buy |
6,830
+284
| +4% | +$33.7K | 0.12% | 185 |
|
|
2014
Q1 | $744K | Buy |
6,546
+1,501
| +30% | +$171K | 0.12% | 194 |
|
|
2013
Q4 | $555K | Buy |
5,045
+1,183
| +31% | +$130K | 0.09% | 245 |
|
|
2013
Q3 | $396K | Buy |
3,862
+275
| +8% | +$28.2K | 0.1% | 243 |
|
|
2013
Q2 | $342K | Buy |
+3,587
| New | +$342K | 0.1% | 244 |
|