RE Dickinson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $22.6M | Buy |
8,553
+321
| +4% | +$848K | 1.27% | 16 |
|
|
2024
Q3 | $2.17M | Buy |
8,232
+267
| +3% | +$70.4K | 1.22% | 16 |
|
|
2024
Q2 | $1.93M | Buy |
7,965
+641
| +9% | +$155K | 1.17% | 16 |
|
|
2024
Q1 | $1.83M | Buy |
7,324
+373
| +5% | +$93.2K | 1.14% | 17 |
|
|
2023
Q4 | $1.62M | Buy |
6,951
+46
| +0.7% | +$10.7K | 1.08% | 19 |
|
|
2023
Q3 | $1.44M | Buy |
6,905
+347
| +5% | +$72.3K | 1.01% | 20 |
|
|
2023
Q2 | $1.44M | Buy |
6,558
+227
| +4% | +$50K | 0.53% | 43 |
|
|
2023
Q1 | $1.34M | Buy |
6,331
+85
| +1% | +$17.9K | 0.45% | 49 |
|
|
2022
Q4 | $1.27M | Sell |
6,246
-264
| -4% | -$53.8K | 0.53% | 43 |
|
|
2022
Q3 | $1.22M | Sell |
6,510
-471
| -7% | -$88.6K | 1.01% | 20 |
|
|
2022
Q2 | $1.38K | Buy |
6,981
+648
| +10% | +$128 | 0.2% | 22 |
|
|
2022
Q1 | $1.51M | Buy |
6,333
+6,022
| +1,936% | +$1.43M | 1.01% | 21 |
|
|
2021
Q4 | $79K | Buy |
+311
| New | +$79K | 0.06% | 61 |
|