Long Wharf Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $2.01M | Buy |
16,896
+248
| +1% | +$29.4K | 1.58% | 13 |
|
|
2014
Q1 | $1.89M | Sell |
16,648
-3,184
| -16% | -$362K | 1.62% | 14 |
|
|
2013
Q4 | $2.18M | Sell |
19,832
-3,120
| -14% | -$343K | 1.98% | 12 |
|
|
2013
Q3 | $2.35M | Sell |
22,952
-7,781
| -25% | -$797K | 2.24% | 9 |
|
|
2013
Q2 | $2.92M | Buy |
+30,733
| New | +$2.92M | 2.88% | 7 |
|