Landmark Financial Advisors’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
-8,140
Closed -$450K 90
2021
Q3
$450K Hold
8,140
0.24% 48
2021
Q2
$483K Hold
8,140
0.23% 49
2021
Q1
$450K Hold
8,140
0.24% 48
2020
Q4
$432K Hold
8,140
0.24% 46
2020
Q3
$369K Hold
8,140
0.23% 49
2020
Q2
$340K Hold
8,140
0.22% 52
2020
Q1
$297K Hold
8,140
0.2% 51
2019
Q4
$374K Buy
8,140
+140
+2% +$6.01K 0.22% 48
2019
Q3
$335K Hold
8,000
0.21% 46
2019
Q2
$334K Sell
8,000
-3,600
-31% -$147K 0.2% 44
2019
Q1
$466K Hold
11,600
0.31% 36
2018
Q4
$400K Hold
11,600
0.26% 38
2018
Q3
$476K Hold
11,600
0.28% 38
2018
Q2
$457K Hold
11,600
0.28% 35
2018
Q1
$447K Hold
11,600
0.28% 35
2017
Q4
$448K Hold
11,600
0.28% 35
2017
Q3
$426K Hold
11,600
0.29% 36
2017
Q2
$413K Hold
11,600
0.3% 37
2017
Q1
$404K Hold
11,600
0.3% 36
2016
Q4
$382K Hold
11,600
0.31% 37
2016
Q3
$375K Hold
11,600
0.32% 38
2016
Q2
$358K Hold
11,600
0.33% 39
2016
Q1
$351K Buy
11,600
+1,600
+16% +$45.3K 0.36% 36
2015
Q4
$300K Hold
10,000
0.32% 37
2015
Q3
$291K Hold
10,000
0.32% 35
2015
Q2
$318K Hold
10,000
0.33% 34
2015
Q1
$332K Hold
10,000
0.35% 34
2014
Q4
$312K Buy
+10,000
New +$301K 0.32% 35

Other funds holding VO