Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.08M | Buy |
24,926
+3,377
| +16% | +$688K | 0.5% | 48 |
|
|
2022
Q3 | $4.05M | Sell |
21,549
-1,039
| -5% | -$195K | 0.43% | 56 |
|
|
2022
Q2 | $4.45M | Sell |
22,588
-3,345
| -13% | -$659K | 0.45% | 52 |
|
|
2022
Q1 | $6.17M | Sell |
25,933
-2,435
| -9% | -$579K | 0.51% | 43 |
|
|
2021
Q4 | $7.23M | Buy |
28,368
+24,758
| +686% | +$6.31M | 0.56% | 32 |
|
|
2021
Q3 | $855K | Sell |
3,610
-18,759
| -84% | -$4.44M | 0.16% | 159 |
|
|
2021
Q2 | $5.31M | Buy |
22,369
+6,991
| +45% | +$1.66M | 0.69% | 30 |
|
|
2021
Q1 | $3.4M | Sell |
15,378
-40,911
| -73% | -$9.05M | 0.52% | 41 |
|
|
2020
Q4 | $11.6M | Buy |
56,289
+3,043
| +6% | +$629K | 1.71% | 7 |
|
|
2020
Q3 | $9.39M | Buy |
53,246
+21,674
| +69% | +$3.82M | 1.55% | 7 |
|
|
2020
Q2 | $5.18M | Buy |
31,572
+5,308
| +20% | +$870K | 0.95% | 20 |
|
|
2020
Q1 | $3.46M | Sell |
26,264
-86
| -0.3% | -$11.3K | 0.79% | 24 |
|
|
2019
Q4 | $4.7M | Buy |
26,350
+365
| +1% | +$65K | 0.79% | 26 |
|
|
2019
Q3 | $4.36M | Buy |
25,985
+1,174
| +5% | +$197K | 0.75% | 30 |
|
|
2019
Q2 | $4.15M | Buy |
24,811
+270
| +1% | +$45.1K | 0.91% | 24 |
|
|
2019
Q1 | $3.95M | Buy |
24,541
+806
| +3% | +$130K | 0.97% | 21 |
|
|
2018
Q4 | $3.28M | Buy |
23,735
+861
| +4% | +$119K | 0.97% | 22 |
|
|
2018
Q3 | $3.76M | Buy |
22,874
+587
| +3% | +$96.4K | 0.92% | 21 |
|
|
2018
Q2 | $3.51M | Buy |
22,287
+19,737
| +774% | +$3.11M | 0.94% | 23 |
|
|
2018
Q1 | $393K | Buy |
2,550
+782
| +44% | +$121K | 0.12% | 199 |
|
|
2017
Q4 | $273K | Sell |
1,768
-87
| -5% | -$13.4K | 0.08% | 273 |
|
|
2017
Q3 | $272K | Buy |
1,855
+81
| +5% | +$11.9K | 0.09% | 239 |
|
|
2017
Q2 | $252K | Buy |
+1,774
| New | +$252K | 0.09% | 243 |
|