Laird Norton Wetherby Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,481
| Closed | -$308K | – | 149 |
|
|
2023
Q3 | $308K | Sell |
1,481
-85
| -5% | -$17.7K | 0.04% | 89 |
|
|
2023
Q2 | $345K | Hold |
1,566
| – | – | 0.04% | 81 |
|
|
2023
Q1 | $330K | Sell |
1,566
-25
| -2% | -$5.27K | 0.04% | 80 |
|
|
2022
Q4 | $324K | Hold |
1,591
| – | – | 0.05% | 77 |
|
|
2022
Q3 | $299K | Buy |
+1,591
| New | +$299K | 0.07% | 55 |
|
|
2022
Q2 | – | Sell |
-1,991
| Closed | -$473K | – | 191 |
|
|
2022
Q1 | $473K | Hold |
1,991
| – | – | 0.04% | 112 |
|
|
2021
Q4 | $507K | Buy |
1,991
+997
| +100% | +$254K | 0.05% | 111 |
|
|
2021
Q3 | $235K | Sell |
994
-30
| -3% | -$7.09K | 0.02% | 163 |
|
|
2021
Q2 | $243K | Sell |
1,024
-9
| -0.9% | -$2.14K | 0.03% | 139 |
|
|
2021
Q1 | $213K | Hold |
1,033
| – | – | 0.02% | 142 |
|
|
2020
Q4 | $214K | Buy |
+1,033
| New | +$214K | 0.02% | 139 |
|