New England Guild Wealth Advisors’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
Q4 | $4.26M | Buy |
20,919
+118
| +0.6% | +$24K | 2.25% | 14 |
|
|
2022
Q3 | $3.91M | Sell |
20,801
-89
| -0.4% | -$16.7K | 2.36% | 14 |
|
|
2022
Q2 | $4.12M | Sell |
20,890
-130
| -0.6% | -$25.6K | 2.54% | 14 |
|
|
2022
Q1 | $5M | Sell |
21,020
-1,686
| -7% | -$401K | 2.65% | 11 |
|
|
2021
Q4 | $5.79M | Buy |
22,706
+87
| +0.4% | +$22.2K | 2.9% | 12 |
|
|
2021
Q3 | $5.36M | Buy |
22,619
+760
| +3% | +$180K | 2.84% | 13 |
|
|
2021
Q2 | $5.19M | Sell |
21,859
-1,507
| -6% | -$358K | 2.81% | 11 |
|
|
2021
Q1 | $5.17M | Sell |
23,366
-1,942
| -8% | -$430K | 2.91% | 9 |
|
|
2020
Q4 | $5.23M | Buy |
25,308
+237
| +0.9% | +$49K | 3.1% | 7 |
|
|
2020
Q3 | $4.42M | Buy |
25,071
+536
| +2% | +$94.5K | 3.09% | 8 |
|
|
2020
Q2 | $4.02M | Buy |
24,535
+3,730
| +18% | +$611K | 2.95% | 8 |
|
|
2020
Q1 | $2.74M | Buy |
20,805
+18,653
| +867% | +$2.46M | 2.46% | 11 |
|
|
2019
Q4 | $383K | Buy |
2,152
+254
| +13% | +$45.2K | 0.27% | 42 |
|
|
2019
Q3 | $318K | Buy |
1,898
+654
| +53% | +$110K | 0.23% | 46 |
|
|
2019
Q2 | $208K | Buy |
+1,244
| New | +$208K | 0.15% | 51 |
|