RGT Wealth 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
Q1 | – | Sell |
-48
| Closed | -$12K | – | 327 |
|
|
2021
Q4 | $12K | Buy |
+48
| New | +$12K | ﹤0.01% | 218 |
|
|
2018
Q2 | – | Sell |
-1,606
| Closed | -$248K | – | 86 |
|
|
2018
Q1 | $248K | Hold |
1,606
| – | – | 0.12% | 84 |
|
|
2017
Q4 | $249K | Hold |
1,606
| – | – | 0.13% | 79 |
|
|
2017
Q3 | $236K | Hold |
1,606
| – | – | 0.16% | 79 |
|
|
2017
Q2 | $229K | Hold |
1,606
| – | – | 0.16% | 74 |
|
|
2017
Q1 | $224K | Hold |
1,606
| – | – | 0.15% | 83 |
|
|
2016
Q4 | $211K | Hold |
1,606
| – | – | 0.12% | 111 |
|
|
2016
Q3 | $207K | Buy |
+1,606
| New | +$207K | 0.13% | 109 |
|