Private Vista’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
Q1 | – | Sell |
-2,444
| Closed | -$436K | – | 163 |
|
|
2019
Q4 | $436K | Hold |
2,444
| – | – | 0.12% | 84 |
|
|
2019
Q3 | $410K | Hold |
2,444
| – | – | 0.11% | 93 |
|
|
2019
Q2 | $409K | Buy |
2,444
+280
| +13% | +$46.9K | 0.1% | 97 |
|
|
2019
Q1 | $348K | Sell |
2,164
-560
| -21% | -$90.1K | 0.09% | 113 |
|
|
2018
Q4 | $376K | Hold |
2,724
| – | – | 0.09% | 102 |
|
|
2018
Q3 | $447K | Hold |
2,724
| – | – | 0.09% | 92 |
|
|
2018
Q2 | $429K | Sell |
2,724
-123
| -4% | -$19.4K | 0.1% | 98 |
|
|
2018
Q1 | $439K | Buy |
+2,847
| New | +$439K | 0.13% | 80 |
|