Stelac Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-479
| Closed | -$114K | – | 283 |
|
2021
Q2 | $114K | Hold |
479
| – | – | 0.03% | 269 |
|
2021
Q1 | $106K | Sell |
479
-2,883
| -86% | -$638K | 0.04% | 225 |
|
2020
Q4 | $695K | Buy |
+3,362
| New | +$695K | 0.18% | 90 |
|
2019
Q4 | – | Sell |
-700
| Closed | -$117K | – | 114 |
|
2019
Q3 | $117K | Hold |
700
| – | – | 0.08% | 100 |
|
2019
Q2 | $117K | Buy |
+700
| New | +$117K | 0.09% | 80 |
|
2018
Q4 | – | Sell |
-700
| Closed | -$115K | – | 132 |
|
2018
Q3 | $115K | Hold |
700
| – | – | 0.03% | 126 |
|
2018
Q2 | $110K | Hold |
700
| – | – | 0.03% | 131 |
|
2018
Q1 | $108K | Buy |
+700
| New | +$108K | 0.03% | 122 |
|