McCutchen 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 | – | Sell |
-1,521
| Closed | -$249K | – | 25 |
|
2020
Q2 | $249K | Hold |
1,521
| – | – | 0.07% | 23 |
|
2020
Q1 | $200K | Hold |
1,521
| – | – | 0.06% | 24 |
|
2019
Q4 | $271K | Sell |
1,521
-579
| -28% | -$103K | 0.07% | 24 |
|
2019
Q3 | $352K | Hold |
2,100
| – | – | 0.1% | 22 |
|
2019
Q2 | $351K | Hold |
2,100
| – | – | 0.11% | 22 |
|
2019
Q1 | $338K | Buy |
+2,100
| New | +$338K | 0.11% | 26 |
|