MYCIO Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,331
| Closed | -$635K | – | 383 |
|
|
2019
Q4 | $635K | Buy |
5,331
+35
| +0.7% | +$4.17K | 0.04% | 173 |
|
|
2019
Q3 | $598K | Buy |
5,296
+12
| +0.2% | +$1.36K | 0.04% | 159 |
|
|
2019
Q2 | $588K | Buy |
5,284
+6
| +0.1% | +$668 | 0.05% | 152 |
|
|
2019
Q1 | $569K | Hold |
5,278
| – | – | 0.05% | 149 |
|
|
2018
Q4 | $503K | Buy |
+5,278
| New | +$503K | 0.05% | 154 |
|
|
2015
Q4 | – | Sell |
-190
| Closed | -$16K | – | 838 |
|
|
2015
Q3 | $16K | Buy |
190
+3
| +2% | +$253 | ﹤0.01% | 485 |
|
|
2015
Q2 | $17K | Hold |
187
| – | – | ﹤0.01% | 460 |
|
|
2015
Q1 | $17K | Buy |
+187
| New | +$17K | ﹤0.01% | 425 |
|