LVM Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,535
| Closed | -$365K | – | 141 |
|
|
2022
Q1 | $365K | Buy |
1,535
+750
| +96% | +$178K | 0.05% | 105 |
|
|
2021
Q4 | $200K | Buy |
+785
| New | +$200K | 0.03% | 128 |
|
|
2020
Q1 | – | Sell |
-1,545
| Closed | -$275K | – | 114 |
|
|
2019
Q4 | $275K | Sell |
1,545
-97
| -6% | -$17.3K | 0.05% | 95 |
|
|
2019
Q3 | $275K | Buy |
1,642
+118
| +8% | +$19.8K | 0.06% | 94 |
|
|
2019
Q2 | $255K | Hold |
1,524
| – | – | 0.06% | 94 |
|
|
2019
Q1 | $245K | Sell |
1,524
-216
| -12% | -$34.7K | 0.06% | 99 |
|
|
2018
Q4 | $240K | Sell |
1,740
-80
| -4% | -$11K | 0.06% | 96 |
|
|
2018
Q3 | $299K | Buy |
1,820
+216
| +13% | +$35.5K | 0.07% | 98 |
|
|
2018
Q2 | $253K | Hold |
1,604
| – | – | 0.06% | 102 |
|
|
2018
Q1 | $247K | Buy |
1,604
+122
| +8% | +$18.8K | 0.06% | 103 |
|
|
2017
Q4 | $229K | Hold |
1,482
| – | – | 0.05% | 104 |
|
|
2017
Q3 | $218K | Hold |
1,482
| – | – | 0.05% | 108 |
|
|
2017
Q2 | $211K | Hold |
1,482
| – | – | 0.05% | 107 |
|
|
2017
Q1 | $206K | Buy |
+1,482
| New | +$206K | 0.05% | 111 |
|