Stewardship Financial 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
2021
Q1
$698K Sell
3,152
-581
-16% -$129K 0.24% 35
2020
Q4
$772K Buy
3,733
+6
+0.2% +$1.24K 0.28% 34
2020
Q3
$657K Hold
3,727
0.27% 34
2020
Q2
$611K Buy
3,727
+3
+0.1% +$492 0.27% 34
2020
Q1
$490K Sell
3,724
-20
-0.5% -$2.63K 0.25% 33
2019
Q4
$667K Buy
3,744
+27
+0.7% +$4.81K 0.24% 35
2019
Q3
$623K Sell
3,717
-46
-1% -$7.71K 0.26% 34
2019
Q2
$629K Sell
3,763
-498
-12% -$83.2K 0.27% 34
2019
Q1
$685K Sell
4,261
-5
-0.1% -$804 0.32% 33
2018
Q4
$589K Sell
4,266
-198
-4% -$27.3K 0.3% 33
2018
Q3
$733K Sell
4,464
-7
-0.2% -$1.15K 0.35% 33
2018
Q2
$705K Buy
4,471
+4
+0.1% +$631 0.35% 33
2018
Q1
$689K Hold
4,467
0.34% 32
2017
Q4
$691K Sell
4,467
-10
-0.2% -$1.55K 0.36% 34
2017
Q3
$658K Buy
4,477
+3
+0.1% +$441 0.38% 33
2017
Q2
$638K Buy
4,474
+6
+0.1% +$856 0.39% 32
2017
Q1
$622K Sell
4,468
-3
-0.1% -$418 0.39% 35
2016
Q4
$589K Sell
4,471
-24
-0.5% -$3.16K 0.37% 36
2016
Q3
$582K Buy
4,495
+3
+0.1% +$388 0.37% 37
2016
Q2
$555K Sell
4,492
-38,641
-90% -$4.77M 0.38% 36
2016
Q1
$5.23M Buy
43,133
+37,996
+740% +$4.61M 4.14% 9
2015
Q4
$617K Buy
+5,137
New +$617K 0.49% 48