Squar Milner Financial Services’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
Q3 | – | Sell |
-1,289
| Closed | -$211K | – | 190 |
|
|
2020
Q2 | $211K | Buy |
1,289
+555
| +76% | +$90.8K | 0.12% | 198 |
|
|
2020
Q1 | $96K | Hold |
734
| – | – | 0.06% | 274 |
|
|
2019
Q4 | $130K | Sell |
734
-555
| -43% | -$98.3K | 0.06% | 275 |
|
|
2019
Q3 | $227K | Buy |
1,289
+555
| +76% | +$97.7K | 0.12% | 192 |
|
|
2019
Q2 | $123K | Hold |
734
| – | – | 0.08% | 242 |
|
|
2019
Q1 | $117K | Hold |
734
| – | – | 0.09% | 239 |
|
|
2018
Q4 | $101K | Hold |
734
| – | – | 0.1% | 221 |
|
|
2018
Q3 | $121K | Sell |
734
-401
| -35% | -$66.1K | 0.11% | 219 |
|
|
2018
Q2 | $179K | Buy |
+1,135
| New | +$179K | 0.16% | 177 |
|