Private Wealth Advisors (California)’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
Q2 | – | Sell |
-6,574
| Closed | -$866K | – | 59 |
|
|
2020
Q1 | $866K | Buy |
6,574
+25
| +0.4% | +$3.29K | 0.71% | 27 |
|
|
2019
Q4 | $1.17M | Buy |
6,549
+577
| +10% | +$103K | 0.67% | 34 |
|
|
2019
Q3 | $1M | Buy |
5,972
+64
| +1% | +$10.7K | 0.65% | 32 |
|
|
2019
Q2 | $950K | Hold |
5,908
| – | – | 0.65% | 31 |
|
|
2019
Q1 | $950K | Buy |
5,908
+779
| +15% | +$125K | 0.65% | 31 |
|
|
2018
Q4 | $709K | Buy |
+5,129
| New | +$709K | 0.57% | 33 |
|