PagnatoKarp Partners’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-3,137
| Closed | -$413K | – | 142 |
|
2020
Q1 | $413K | Sell |
3,137
-788
| -20% | -$104K | 0.1% | 104 |
|
2019
Q4 | $699K | Buy |
3,925
+8
| +0.2% | +$1.43K | 0.12% | 82 |
|
2019
Q3 | $656K | Buy |
3,917
+11
| +0.3% | +$1.84K | 0.13% | 83 |
|
2019
Q2 | $655K | Buy |
3,906
+1,609
| +70% | +$270K | 0.14% | 79 |
|
2019
Q1 | $371K | Hold |
2,297
| – | – | 0.08% | 120 |
|
2018
Q4 | $317K | Buy |
2,297
+788
| +52% | +$109K | 0.07% | 109 |
|
2018
Q3 | $249K | Buy |
+1,509
| New | +$249K | 0.07% | 137 |
|