O'Brien Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $494K | Sell |
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|
2019
Q2 | $505K | Sell |
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|
2019
Q1 | $507K | Sell |
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|
2018
Q4 | $481K | Sell |
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|
2018
Q3 | $637K | Sell |
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|
2018
Q2 | $15.6M | Sell |
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|
2018
Q1 | $15.3M | Sell |
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|
2017
Q4 | $15.6M | Sell |
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|
2017
Q3 | $15.5M | Buy |
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|
2017
Q2 | $15M | Sell |
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|
2017
Q1 | $14.9M | Sell |
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|
2016
Q4 | $14.8M | Buy |
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|
2016
Q3 | $13.7M | Buy |
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|
2016
Q2 | $12.1M | Buy |
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|
2016
Q1 | $8.72M | Buy |
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|
2015
Q4 | $1.58M | Buy |
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