Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $38K | Hold |
163
| – | – | ﹤0.01% | 277 |
|
|
2021
Q4 | $42K | Hold |
163
| – | – | 0.01% | 284 |
|
|
2021
Q3 | $39K | Hold |
163
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $39K | Sell |
163
-55
| -25% | -$13.2K | 0.01% | 267 |
|
|
2021
Q1 | $48K | Buy |
218
+55
| +34% | +$12.1K | 0.01% | 194 |
|
|
2020
Q4 | $34K | Hold |
163
| – | – | ﹤0.01% | 242 |
|
|
2020
Q3 | $29K | Hold |
163
| – | – | ﹤0.01% | 234 |
|
|
2020
Q2 | $27K | Hold |
163
| – | – | ﹤0.01% | 248 |
|
|
2020
Q1 | $21K | Hold |
163
| – | – | ﹤0.01% | 256 |
|
|
2019
Q4 | $29K | Hold |
163
| – | – | ﹤0.01% | 266 |
|
|
2019
Q3 | $27K | Buy |
+163
| New | +$27K | ﹤0.01% | 240 |
|
|
2018
Q3 | – | Sell |
-57
| Closed | -$9K | – | 521 |
|
|
2018
Q2 | $9K | Hold |
57
| – | – | ﹤0.01% | 389 |
|
|
2018
Q1 | $9K | Hold |
57
| – | – | ﹤0.01% | 372 |
|
|
2017
Q4 | $9K | Hold |
57
| – | – | ﹤0.01% | 177 |
|
|
2017
Q3 | $8K | Hold |
57
| – | – | ﹤0.01% | 73 |
|
|
2017
Q2 | $8K | Sell |
57
-102
| -64% | -$14.3K | ﹤0.01% | 86 |
|
|
2017
Q1 | $22K | Buy |
+159
| New | +$22K | 0.01% | 62 |
|
|
2015
Q2 | – | Sell |
-75
| Closed | -$10K | – | 332 |
|
|
2015
Q1 | $10K | Buy |
+75
| New | +$10K | ﹤0.01% | 163 |
|