Liberty Wealth Management’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 |
-546
| Closed | -$129K | – | 1073 |
|
|
2021
Q3 | $129K | Sell |
546
-77
| -12% | -$18.2K | 0.05% | 238 |
|
|
2021
Q2 | $60K | Buy |
623
+313
| +101% | +$30.1K | 0.02% | 288 |
|
|
2021
Q1 | $64K | Hold |
310
| – | – | 0.03% | 242 |
|
|
2020
Q4 | $64K | Hold |
310
| – | – | 0.03% | 240 |
|
|
2020
Q3 | $55K | Sell |
310
-54
| -15% | -$9.58K | 0.03% | 217 |
|
|
2020
Q2 | $60K | Buy |
364
+70
| +24% | +$11.5K | 0.04% | 202 |
|
|
2020
Q1 | $39K | Sell |
294
-424
| -59% | -$56.2K | 0.03% | 239 |
|
|
2019
Q4 | $128K | Buy |
718
+194
| +37% | +$34.6K | 0.1% | 133 |
|
|
2019
Q3 | $88K | Sell |
524
-132
| -20% | -$22.2K | 0.08% | 162 |
|
|
2019
Q2 | $110K | Buy |
656
+167
| +34% | +$28K | 0.1% | 154 |
|
|
2019
Q1 | $78K | Hold |
489
| – | – | 0.06% | 166 |
|
|
2018
Q4 | $67K | Buy |
+489
| New | +$67K | 0.05% | 167 |
|