Ropes Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $354K | Sell |
|
|||||
|
2023
Q2 | $376K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $116K | Sell |
|
|||||
|
2019
Q3 | $1.09M | Hold |
|
|||||
|
2019
Q2 | $1.09M | Hold |
|
|||||
|
2019
Q1 | $1.05M | Sell |
|
|||||
|
2018
Q4 | $914K | Buy |
|
|||||
|
2018
Q3 | $1.08M | Sell |
|
|||||
|
2018
Q2 | $1.17M | Buy |
|
|||||
|
2018
Q1 | $1M | Hold |
|
|||||
|
2017
Q4 | $1.01M | Hold |
|
|||||
|
2017
Q3 | $958K | Hold |
|
|||||
|
2017
Q2 | $929K | Hold |
|
|||||
|
2017
Q1 | $907K | Hold |
|
|||||
|
2016
Q4 | $858K | Buy |
|
|||||
|
2016
Q3 | $759K | Hold |
|
|||||
|
2016
Q2 | $725K | Buy |
|