Personal Capital 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
Q4 | $18.6M | Buy |
91,067
+1,043
| +1% | +$213K | 0.09% | 136 |
|
|
2022
Q3 | $16.9M | Buy |
90,024
+2,349
| +3% | +$442K | 0.09% | 128 |
|
|
2022
Q2 | $17.3M | Sell |
87,675
-2,283
| -3% | -$450K | 0.09% | 129 |
|
|
2022
Q1 | $21.4M | Sell |
89,958
-2,690
| -3% | -$640K | 0.1% | 127 |
|
|
2021
Q4 | $23.6M | Buy |
92,648
+64
| +0.1% | +$16.3K | 0.11% | 122 |
|
|
2021
Q3 | $21.9M | Sell |
92,584
-2,130
| -2% | -$504K | 0.11% | 123 |
|
|
2021
Q2 | $22.5M | Sell |
94,714
-5,262
| -5% | -$1.25M | 0.12% | 121 |
|
|
2021
Q1 | $22.1M | Sell |
99,976
-2,485
| -2% | -$550K | 0.13% | 121 |
|
|
2020
Q4 | $21.2M | Buy |
102,461
+2,969
| +3% | +$614K | 0.14% | 119 |
|
|
2020
Q3 | $17.5M | Buy |
99,492
+3,215
| +3% | +$567K | 0.13% | 114 |
|
|
2020
Q2 | $15.8M | Buy |
96,277
+4,791
| +5% | +$785K | 0.13% | 112 |
|
|
2020
Q1 | $12.1M | Buy |
91,486
+3,923
| +4% | +$519K | 0.12% | 121 |
|
|
2019
Q4 | $15.6M | Buy |
87,563
+6,840
| +8% | +$1.22M | 0.13% | 118 |
|
|
2019
Q3 | $13.5M | Buy |
80,723
+5,066
| +7% | +$849K | 0.13% | 122 |
|
|
2019
Q2 | $12.6M | Buy |
75,657
+7,647
| +11% | +$1.28M | 0.13% | 117 |
|
|
2019
Q1 | $10.9M | Buy |
68,010
+8,059
| +13% | +$1.3M | 0.12% | 119 |
|
|
2018
Q4 | $8.28M | Buy |
59,951
+1,314
| +2% | +$182K | 0.11% | 123 |
|
|
2018
Q3 | $9.63M | Buy |
58,637
+5,134
| +10% | +$843K | 0.12% | 117 |
|
|
2018
Q2 | $8.43M | Buy |
53,503
+8,770
| +20% | +$1.38M | 0.12% | 118 |
|
|
2018
Q1 | $6.9M | Buy |
44,733
+7,043
| +19% | +$1.09M | 0.11% | 121 |
|
|
2017
Q4 | $5.83M | Buy |
37,690
+7,021
| +23% | +$1.09M | 0.1% | 125 |
|
|
2017
Q3 | $4.51M | Buy |
30,669
+7,852
| +34% | +$1.15M | 0.09% | 127 |
|
|
2017
Q2 | $3.25M | Buy |
22,817
+5,920
| +35% | +$844K | 0.07% | 132 |
|
|
2017
Q1 | $2.35M | Sell |
16,897
-8,160
| -33% | -$1.13M | 0.06% | 126 |
|
|
2016
Q4 | $3.3M | Buy |
25,057
+5,178
| +26% | +$682K | 0.1% | 126 |
|
|
2016
Q3 | $2.55M | Buy |
19,879
+3,283
| +20% | +$421K | 0.09% | 125 |
|
|
2016
Q2 | $2.05M | Buy |
16,596
+4,765
| +40% | +$589K | 0.08% | 127 |
|
|
2016
Q1 | $1.43M | Buy |
11,831
+6,824
| +136% | +$827K | 0.07% | 125 |
|
|
2015
Q4 | $601K | Buy |
+5,007
| New | +$601K | 0.03% | 131 |
|