Newman & Schimel’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 | $619K | Sell |
3,039
-396
| -12% | -$80.7K | 0.28% | 28 |
|
|
2022
Q3 | $646K | Buy |
3,435
+6
| +0.2% | +$1.13K | 0.32% | 26 |
|
|
2022
Q2 | $675K | Sell |
3,429
-267
| -7% | -$52.6K | 0.32% | 27 |
|
|
2022
Q1 | $879K | Buy |
3,696
+216
| +6% | +$51.4K | 0.57% | 22 |
|
|
2021
Q4 | $887K | Buy |
3,480
+503
| +17% | +$128K | 0.5% | 22 |
|
|
2021
Q3 | $705K | Buy |
2,977
+666
| +29% | +$158K | 0.44% | 22 |
|
|
2021
Q2 | $549K | Hold |
2,311
| – | – | 0.35% | 28 |
|
|
2021
Q1 | $511K | Buy |
2,311
+2
| +0.1% | +$442 | 0.34% | 27 |
|
|
2020
Q4 | $477K | Buy |
+2,309
| New | +$477K | 0.4% | 29 |
|