Patriot Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $399K | Hold |
2,885
| – | – | 0.06% | 73 |
|
2018
Q3 | $474K | Hold |
2,885
| – | – | 0.06% | 74 |
|
2018
Q2 | $455K | Hold |
2,885
| – | – | 0.06% | 72 |
|
2018
Q1 | $445K | Hold |
2,885
| – | – | 0.06% | 76 |
|
2017
Q4 | $447K | Hold |
2,885
| – | – | 0.06% | 79 |
|
2017
Q3 | $424K | Hold |
2,885
| – | – | 0.07% | 72 |
|
2017
Q2 | $411K | Hold |
2,885
| – | – | 0.07% | 74 |
|
2017
Q1 | $402K | Hold |
2,885
| – | – | 0.06% | 66 |
|
2016
Q4 | $380K | Hold |
2,885
| – | – | 0.07% | 63 |
|
2016
Q3 | $373K | Hold |
2,885
| – | – | 0.07% | 66 |
|
2016
Q2 | $357K | Hold |
2,885
| – | – | 0.07% | 68 |
|
2016
Q1 | $350K | Hold |
2,885
| – | – | 0.07% | 69 |
|
2015
Q4 | $347K | Hold |
2,885
| – | – | 0.07% | 68 |
|
2015
Q3 | $337K | Hold |
2,885
| – | – | 0.08% | 65 |
|
2015
Q2 | $368K | Hold |
2,885
| – | – | 0.08% | 61 |
|
2015
Q1 | $383K | Hold |
2,885
| – | – | 0.09% | 62 |
|
2014
Q4 | $356K | Hold |
2,885
| – | – | 0.08% | 60 |
|
2014
Q3 | $338K | Hold |
2,885
| – | – | 0.08% | 59 |
|
2014
Q2 | $342K | Hold |
2,885
| – | – | 0.09% | 59 |
|
2014
Q1 | $328K | Buy |
+2,885
| New | +$328K | 0.09% | 57 |
|