Strategic Capital Advisers’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
Q2 | $220K | Hold |
1,116
| – | – | 0.18% | 57 |
|
|
2022
Q1 | $266K | Sell |
1,116
-850
| -43% | -$203K | 0.2% | 53 |
|
|
2021
Q4 | $501K | Hold |
1,966
| – | – | 0.36% | 44 |
|
|
2021
Q3 | $466K | Sell |
1,966
-75
| -4% | -$17.8K | 0.36% | 45 |
|
|
2021
Q2 | $485K | Hold |
2,041
| – | – | 0.4% | 41 |
|
|
2021
Q1 | $452K | Sell |
2,041
-75
| -4% | -$16.6K | 0.39% | 41 |
|
|
2020
Q4 | $438K | Hold |
2,116
| – | – | 0.37% | 40 |
|
|
2020
Q3 | $373K | Buy |
2,116
+760
| +56% | +$134K | 0.35% | 40 |
|
|
2020
Q2 | $222K | Buy |
+1,356
| New | +$222K | 0.22% | 48 |
|
|
2020
Q1 | – | Sell |
-1,356
| Closed | -$242K | – | 59 |
|
|
2019
Q4 | $242K | Sell |
1,356
-50
| -4% | -$8.92K | 0.23% | 58 |
|
|
2019
Q3 | $236K | Sell |
1,406
-15
| -1% | -$2.52K | 0.26% | 54 |
|
|
2019
Q2 | $238K | Hold |
1,421
| – | – | 0.25% | 52 |
|
|
2019
Q1 | $228K | Sell |
1,421
-30
| -2% | -$4.81K | 0.25% | 51 |
|
|
2018
Q4 | $200K | Hold |
1,451
| – | – | 0.21% | 52 |
|
|
2018
Q3 | $238K | Hold |
1,451
| – | – | 0.17% | 54 |
|
|
2018
Q2 | $236K | Hold |
1,451
| – | – | 0.17% | 52 |
|
|
2018
Q1 | $225K | Hold |
1,451
| – | – | 0.22% | 55 |
|
|
2017
Q4 | $225K | Buy |
+1,451
| New | +$225K | 0.22% | 56 |
|