NewFocus Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$329K Sell
2020
Q3
$300K Sell
2020
Q2
$286K Sell
2020
Q1
$266K Sell
2019
Q4
$388K Sell
2019
Q3
$373K Sell
2019
Q2
$391K Sell
2019
Q1
$442K Buy
2018
Q4
$247K Sell
2018
Q3
$360K Sell
2018
Q2
$404K Sell
2018
Q1
$489K Sell
2017
Q4
$573K Hold
2017
Q3
$544K Buy
2017
Q2
$502K Sell
2017
Q1
$582K Buy
2016
Q4
$468K Buy