Marino Stram & Associates’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
Q3 | – | Sell |
-995
| Closed | -$236K | – | 281 |
|
|
2021
Q2 | $236K | Buy |
+995
| New | +$236K | 0.06% | 235 |
|
|
2019
Q2 | – | Sell |
-190
| Closed | -$31K | – | 558 |
|
|
2019
Q1 | $31K | Buy |
190
+82
| +76% | +$13.4K | 0.02% | 207 |
|
|
2018
Q4 | $15K | Sell |
108
-135
| -56% | -$18.8K | 0.01% | 240 |
|
|
2018
Q3 | $40K | Hold |
243
| – | – | 0.03% | 187 |
|
|
2018
Q2 | $38K | Buy |
243
+25
| +11% | +$3.91K | 0.03% | 189 |
|
|
2018
Q1 | $37K | Buy |
218
+43
| +25% | +$7.3K | 0.03% | 192 |
|
|
2017
Q4 | $27K | Buy |
+175
| New | +$27K | 0.02% | 224 |
|