Landmark Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,035
| Closed | -$450K | – | 90 |
|
|
2021
Q3 | $450K | Hold |
2,035
| – | – | 0.24% | 48 |
|
|
2021
Q2 | $483K | Hold |
2,035
| – | – | 0.23% | 49 |
|
|
2021
Q1 | $450K | Hold |
2,035
| – | – | 0.24% | 48 |
|
|
2020
Q4 | $432K | Hold |
2,035
| – | – | 0.24% | 46 |
|
|
2020
Q3 | $369K | Hold |
2,035
| – | – | 0.23% | 49 |
|
|
2020
Q2 | $340K | Hold |
2,035
| – | – | 0.22% | 52 |
|
|
2020
Q1 | $297K | Hold |
2,035
| – | – | 0.2% | 51 |
|
|
2019
Q4 | $374K | Buy |
2,035
+35
| +2% | +$6.43K | 0.22% | 48 |
|
|
2019
Q3 | $335K | Hold |
2,000
| – | – | 0.21% | 46 |
|
|
2019
Q2 | $334K | Sell |
2,000
-900
| -31% | -$150K | 0.2% | 44 |
|
|
2019
Q1 | $466K | Hold |
2,900
| – | – | 0.31% | 36 |
|
|
2018
Q4 | $400K | Hold |
2,900
| – | – | 0.26% | 38 |
|
|
2018
Q3 | $476K | Hold |
2,900
| – | – | 0.28% | 38 |
|
|
2018
Q2 | $457K | Hold |
2,900
| – | – | 0.28% | 35 |
|
|
2018
Q1 | $447K | Hold |
2,900
| – | – | 0.28% | 35 |
|
|
2017
Q4 | $448K | Hold |
2,900
| – | – | 0.28% | 35 |
|
|
2017
Q3 | $426K | Hold |
2,900
| – | – | 0.29% | 36 |
|
|
2017
Q2 | $413K | Hold |
2,900
| – | – | 0.3% | 37 |
|
|
2017
Q1 | $404K | Hold |
2,900
| – | – | 0.3% | 36 |
|
|
2016
Q4 | $382K | Hold |
2,900
| – | – | 0.31% | 37 |
|
|
2016
Q3 | $375K | Hold |
2,900
| – | – | 0.32% | 38 |
|
|
2016
Q2 | $358K | Hold |
2,900
| – | – | 0.33% | 39 |
|
|
2016
Q1 | $351K | Buy |
2,900
+400
| +16% | +$48.4K | 0.36% | 36 |
|
|
2015
Q4 | $300K | Hold |
2,500
| – | – | 0.32% | 37 |
|
|
2015
Q3 | $291K | Hold |
2,500
| – | – | 0.32% | 35 |
|
|
2015
Q2 | $318K | Hold |
2,500
| – | – | 0.33% | 34 |
|
|
2015
Q1 | $332K | Hold |
2,500
| – | – | 0.35% | 34 |
|
|
2014
Q4 | $312K | Buy |
+2,500
| New | +$312K | 0.32% | 35 |
|