Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $30K | Hold |
146
| – | – | 0.01% | 326 |
|
|
2020
Q3 | $26K | Sell |
146
-100
| -41% | -$17.8K | 0.01% | 310 |
|
|
2020
Q2 | $40K | Buy |
246
+100
| +68% | +$16.3K | 0.02% | 291 |
|
|
2020
Q1 | $19K | Sell |
146
-66
| -31% | -$8.59K | 0.01% | 290 |
|
|
2019
Q4 | $38K | Buy |
212
+8
| +4% | +$1.43K | 0.01% | 314 |
|
|
2019
Q3 | $34K | Sell |
204
-49
| -19% | -$8.17K | 0.01% | 316 |
|
|
2019
Q2 | $42K | Sell |
253
-8
| -3% | -$1.33K | 0.01% | 293 |
|
|
2019
Q1 | $42K | Hold |
261
| – | – | 0.02% | 285 |
|
|
2018
Q4 | $36K | Sell |
261
-353
| -57% | -$48.7K | 0.02% | 263 |
|
|
2018
Q3 | $101K | Buy |
614
+124
| +25% | +$20.4K | 0.04% | 290 |
|
|
2018
Q2 | $77K | Buy |
490
+16
| +3% | +$2.51K | 0.03% | 302 |
|
|
2018
Q1 | $73K | Sell |
474
-20
| -4% | -$3.08K | 0.04% | 272 |
|
|
2017
Q4 | $76K | Hold |
494
| – | – | 0.04% | 277 |
|
|
2017
Q3 | $73K | Buy |
494
+85
| +21% | +$12.6K | 0.04% | 254 |
|
|
2017
Q2 | $58K | Sell |
409
-78
| -16% | -$11.1K | 0.03% | 251 |
|
|
2017
Q1 | $68K | Buy |
487
+25
| +5% | +$3.49K | 0.04% | 246 |
|
|
2016
Q4 | $61K | Sell |
462
-212
| -31% | -$28K | 0.04% | 256 |
|
|
2016
Q3 | $87K | Sell |
674
-49
| -7% | -$6.33K | 0.06% | 238 |
|
|
2016
Q2 | $89K | Sell |
723
-149
| -17% | -$18.3K | 0.06% | 243 |
|
|
2016
Q1 | $106K | Buy |
+872
| New | +$106K | 0.1% | 154 |
|