Strategic Capital Advisers’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$220K	Hold	4,464	–	–	0.18%	57
2022 Q1	$266K	Sell	4,464 -3,400	-43%	-$199K	0.2%	53
2021 Q4	$501K	Hold	7,864	–	–	0.36%	44
2021 Q3	$466K	Sell	7,864 -300	-4%	-$18.1K	0.36%	45
2021 Q2	$485K	Hold	8,164	–	–	0.4%	41
2021 Q1	$452K	Sell	8,164 -300	-4%	-$16.3K	0.39%	41
2020 Q4	$438K	Hold	8,464	–	–	0.37%	40
2020 Q3	$373K	Buy	8,464 +3,040	+56%	+$132K	0.35%	40
2020 Q2	$222K	Buy	+5,424	New	+$208K	0.22%	48
2020 Q1	–	Sell	-5,424	Closed	-$242K	–	59
2019 Q4	$242K	Sell	5,424 -200	-4%	-$8.59K	0.23%	58
2019 Q3	$236K	Sell	5,624 -60	-1%	-$2.51K	0.26%	54
2019 Q2	$238K	Hold	5,684	–	–	0.25%	52
2019 Q1	$228K	Sell	5,684 -120	-2%	-$4.62K	0.25%	51
2018 Q4	$200K	Hold	5,804	–	–	0.21%	52
2018 Q3	$238K	Hold	5,804	–	–	0.17%	54
2018 Q2	$236K	Hold	5,804	–	–	0.17%	52
2018 Q1	$225K	Hold	5,804	–	–	0.22%	55
2017 Q4	$225K	Buy	+5,804	New	+$219K	0.22%	56