Proficio Capital Partners’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-2,795
| Closed | -$467K | – | 1496 |
|
2019
Q2 | $467K | Hold |
2,795
| – | – | 0.16% | 86 |
|
2019
Q1 | $449K | Hold |
2,795
| – | – | 0.16% | 82 |
|
2018
Q4 | $386K | Buy |
2,795
+1,885
| +207% | +$260K | 0.17% | 77 |
|
2018
Q3 | $149K | Hold |
910
| – | – | 0.05% | 156 |
|
2018
Q2 | $143K | Hold |
910
| – | – | 0.06% | 158 |
|
2018
Q1 | $140K | Hold |
910
| – | – | 0.04% | 164 |
|
2017
Q4 | $141K | Hold |
910
| – | – | 0.05% | 165 |
|
2017
Q3 | $134K | Hold |
910
| – | – | 0.05% | 203 |
|
2017
Q2 | $132K | Buy |
910
+30
| +3% | +$4.35K | 0.05% | 211 |
|
2017
Q1 | $125K | Buy |
+880
| New | +$125K | 0.05% | 211 |
|