Roble Belko & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,115
| Closed | -$437K | – | 349 |
|
|
2020
Q4 | $437K | Buy |
2,115
+10
| +0.5% | +$2.07K | 0.11% | 55 |
|
|
2020
Q3 | $371K | Buy |
2,105
+4
| +0.2% | +$705 | 0.11% | 58 |
|
|
2020
Q2 | $344K | Hold |
2,101
| – | – | 0.1% | 59 |
|
|
2020
Q1 | $277K | Buy |
2,101
+7
| +0.3% | +$923 | 0.09% | 69 |
|
|
2019
Q4 | $373K | Buy |
2,094
+12
| +0.6% | +$2.14K | 0.1% | 65 |
|
|
2019
Q3 | $349K | Buy |
2,082
+7
| +0.3% | +$1.17K | 0.1% | 60 |
|
|
2019
Q2 | $347K | Hold |
2,075
| – | – | 0.11% | 59 |
|
|
2019
Q1 | $334K | Hold |
2,075
| – | – | 0.11% | 58 |
|
|
2018
Q4 | $287K | Sell |
2,075
-1,996
| -49% | -$276K | 0.11% | 61 |
|
|
2018
Q3 | $668K | Hold |
4,071
| – | – | 0.24% | 37 |
|
|
2018
Q2 | $642K | Hold |
4,071
| – | – | 0.24% | 36 |
|
|
2018
Q1 | $628K | Buy |
+4,071
| New | +$628K | 0.24% | 35 |
|