Parkside 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
Q3 | – | Sell |
-1,137
| Closed | -$224K | – | 66 |
|
|
2022
Q2 | $224K | Sell |
1,137
-39
| -3% | -$7.68K | 0.08% | 61 |
|
|
2022
Q1 | $280K | Hold |
1,176
| – | – | 0.09% | 55 |
|
|
2021
Q4 | $300K | Sell |
1,176
-20
| -2% | -$5.1K | 0.09% | 57 |
|
|
2021
Q3 | $283K | Hold |
1,196
| – | – | 0.09% | 58 |
|
|
2021
Q2 | $284K | Sell |
1,196
-50
| -4% | -$11.9K | 0.09% | 58 |
|
|
2021
Q1 | $276K | Sell |
1,246
-62
| -5% | -$13.7K | 0.1% | 60 |
|
|
2020
Q4 | $271K | Buy |
1,308
+45
| +4% | +$9.32K | 0.1% | 59 |
|
|
2020
Q3 | $223K | Sell |
1,263
-21
| -2% | -$3.71K | 0.1% | 60 |
|
|
2020
Q2 | $211K | Sell |
1,284
-315
| -20% | -$51.8K | 0.1% | 59 |
|
|
2020
Q1 | $210K | Sell |
1,599
-22
| -1% | -$2.89K | 0.11% | 55 |
|
|
2019
Q4 | $289K | Sell |
1,621
-197
| -11% | -$35.1K | 0.13% | 50 |
|
|
2019
Q3 | $305K | Sell |
1,818
-102
| -5% | -$17.1K | 0.16% | 43 |
|
|
2019
Q2 | $322K | Buy |
1,920
+1
| +0.1% | +$168 | 0.18% | 43 |
|
|
2019
Q1 | $310K | Hold |
1,919
| – | – | 0.18% | 43 |
|
|
2018
Q4 | $265K | Buy |
+1,919
| New | +$265K | 0.16% | 46 |
|