Lighthouse 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
Q1 | $408K | Hold |
1,843
| – | – | 0.12% | 84 |
|
|
2020
Q4 | $381K | Sell |
1,843
-2,654
| -59% | -$549K | 0.13% | 85 |
|
|
2020
Q3 | $792K | Buy |
4,497
+1,281
| +40% | +$226K | 0.3% | 62 |
|
|
2020
Q2 | $423K | Hold |
3,216
| – | – | 0.18% | 71 |
|
|
2020
Q1 | $423K | Buy |
3,216
+444
| +16% | +$58.4K | 0.26% | 62 |
|
|
2019
Q4 | $493K | Buy |
+2,772
| New | +$493K | 0.23% | 60 |
|