LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.19M | Buy |
12,420
+370
| +3% | +$65.2K | 0.94% | 35 |
|
|
2020
Q2 | $1.98M | Sell |
12,050
-55
| -0.5% | -$9.02K | 0.9% | 36 |
|
|
2020
Q1 | $1.59M | Sell |
12,105
-711
| -6% | -$93.6K | 0.86% | 36 |
|
|
2019
Q4 | $2.28M | Sell |
12,816
-310
| -2% | -$55.2K | 1.02% | 31 |
|
|
2019
Q3 | $2.2M | Sell |
13,126
-298
| -2% | -$49.9K | 1.04% | 29 |
|
|
2019
Q2 | $2.24M | Sell |
13,424
-732
| -5% | -$122K | 1.08% | 28 |
|
|
2019
Q1 | $2.28M | Buy |
14,156
+68
| +0.5% | +$10.9K | 1.21% | 28 |
|
|
2018
Q4 | $1.95M | Buy |
14,088
+1
| +0% | +$138 | 1.22% | 29 |
|
|
2018
Q3 | $2.31M | Buy |
14,087
+159
| +1% | +$26.1K | 1.25% | 28 |
|
|
2018
Q2 | $2.2M | Sell |
13,928
-235
| -2% | -$37.1K | 1.23% | 26 |
|
|
2018
Q1 | $2.18M | Buy |
14,163
+418
| +3% | +$64.5K | 1.27% | 24 |
|
|
2017
Q4 | $2.02M | Hold |
13,745
| – | – | 1.29% | 26 |
|
|
2017
Q3 | $2.02M | Buy |
13,745
+267
| +2% | +$39.3K | 1.29% | 26 |
|
|
2017
Q2 | $1.92M | Buy |
13,478
+17
| +0.1% | +$2.42K | 1.32% | 27 |
|
|
2017
Q1 | $1.87M | Buy |
13,461
+473
| +4% | +$65.9K | 1.3% | 28 |
|
|
2016
Q4 | $1.71M | Sell |
12,988
-244
| -2% | -$32.1K | 1.2% | 30 |
|
|
2016
Q3 | $1.71M | Buy |
13,232
+1,002
| +8% | +$130K | 1.18% | 34 |
|
|
2016
Q2 | $1.51M | Buy |
12,230
+614
| +5% | +$75.9K | 1.04% | 34 |
|
|
2016
Q1 | $1.41M | Buy |
11,616
+1,282
| +12% | +$155K | 1% | 33 |
|
|
2015
Q4 | $1.24M | Buy |
10,334
+419
| +4% | +$50.3K | 0.88% | 32 |
|
|
2015
Q3 | $1.16M | Buy |
9,915
+31
| +0.3% | +$3.62K | 0.84% | 31 |
|
|
2015
Q2 | $1.26M | Buy |
9,884
+1,515
| +18% | +$193K | 0.85% | 36 |
|
|
2015
Q1 | $1.11M | Sell |
8,369
-930
| -10% | -$123K | 0.74% | 27 |
|
|
2014
Q4 | $1.15M | Buy |
9,299
+1,146
| +14% | +$142K | 0.76% | 27 |
|
|
2014
Q3 | $956K | Buy |
8,153
+2,473
| +44% | +$290K | 0.81% | 28 |
|
|
2014
Q2 | $674K | Buy |
5,680
+223
| +4% | +$26.5K | 0.48% | 32 |
|
|
2014
Q1 | $620K | Buy |
5,457
+485
| +10% | +$55.1K | 0.49% | 31 |
|
|
2013
Q4 | $547K | Buy |
4,972
+142
| +3% | +$15.6K | 0.37% | 34 |
|
|
2013
Q3 | $495K | Hold |
4,830
| – | – | 0.4% | 29 |
|
|
2013
Q2 | $460K | Buy |
+4,830
| New | +$460K | 0.51% | 31 |
|