Partnervest Advisory Services’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
Q3 | $1.38M | Sell |
7,851
-1,004
| -11% | -$177K | 0.44% | 45 |
|
|
2020
Q2 | $1.45M | Buy |
8,855
+1,661
| +23% | +$272K | 0.55% | 34 |
|
|
2020
Q1 | $947K | Sell |
7,194
-1,260
| -15% | -$166K | 0.43% | 46 |
|
|
2019
Q4 | $1.51M | Sell |
8,454
-643
| -7% | -$115K | 0.55% | 29 |
|
|
2019
Q3 | $1.53M | Sell |
9,097
-53
| -0.6% | -$8.89K | 0.55% | 32 |
|
|
2019
Q2 | $1.53M | Sell |
9,150
-226
| -2% | -$37.8K | 0.6% | 30 |
|
|
2019
Q1 | $1.51M | Buy |
9,376
+7,795
| +493% | +$1.25M | 0.63% | 28 |
|
|
2018
Q4 | $218K | Buy |
+1,581
| New | +$218K | 0.11% | 180 |
|
|
2014
Q3 | – | Sell |
-1,645
| Closed | -$195K | – | 773 |
|
|
2014
Q2 | $195K | Sell |
1,645
-435
| -21% | -$51.6K | 0.09% | 155 |
|
|
2014
Q1 | $236K | Sell |
2,080
-179
| -8% | -$20.3K | 0.11% | 134 |
|
|
2013
Q4 | $249K | Buy |
2,259
+57
| +3% | +$6.28K | 0.12% | 128 |
|
|
2013
Q3 | $226K | Buy |
+2,202
| New | +$226K | 0.12% | 107 |
|