SevenBridge Financial Group’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 |
-1,334
| Closed | -$340K | – | 175 |
|
|
2021
Q4 | $340K | Sell |
1,334
-453
| -25% | -$115K | 0.1% | 137 |
|
|
2021
Q3 | $423K | Sell |
1,787
-370
| -17% | -$87.6K | 0.14% | 113 |
|
|
2021
Q2 | $512K | Buy |
2,157
+1
| +0% | +$237 | 0.17% | 104 |
|
|
2021
Q1 | $477K | Buy |
2,156
+1
| +0% | +$221 | 0.17% | 107 |
|
|
2020
Q4 | $446K | Buy |
2,155
+4
| +0.2% | +$828 | 0.17% | 103 |
|
|
2020
Q3 | $379K | Buy |
2,151
+2
| +0.1% | +$352 | 0.17% | 98 |
|
|
2020
Q2 | $352K | Hold |
2,149
| – | – | 0.17% | 97 |
|
|
2020
Q1 | $283K | Sell |
2,149
-976
| -31% | -$129K | 0.16% | 100 |
|
|
2019
Q4 | $557K | Buy |
3,125
+793
| +34% | +$141K | 0.15% | 84 |
|
|
2019
Q3 | $391K | Buy |
2,332
+197
| +9% | +$33K | 0.21% | 98 |
|
|
2019
Q2 | $357K | Buy |
+2,135
| New | +$357K | 0.13% | 98 |
|