SFG
StrategIQ Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $876K | Buy |
3,764
+49
| +1% | +$11.4K | 0.1% | 158 |
|
|
2023
Q3 | $774K | Buy |
3,715
+7
| +0.2% | +$1.46K | 0.09% | 167 |
|
|
2023
Q2 | $816K | Buy |
3,708
+2
| +0.1% | +$440 | 0.09% | 160 |
|
|
2023
Q1 | $782K | Sell |
3,706
-79
| -2% | -$16.7K | 0.09% | 149 |
|
|
2022
Q4 | $771K | Sell |
3,785
-1,489
| -28% | -$303K | 0.09% | 147 |
|
|
2022
Q3 | $991K | Sell |
5,274
-758
| -13% | -$142K | 0.13% | 120 |
|
|
2022
Q2 | $1.19M | Sell |
6,032
-15,168
| -72% | -$2.99M | 0.14% | 115 |
|
|
2022
Q1 | $5.04M | Buy |
21,200
+16,653
| +366% | +$3.96M | 0.55% | 43 |
|
|
2021
Q4 | $1.16M | Buy |
4,547
+2,119
| +87% | +$540K | 0.12% | 121 |
|
|
2021
Q3 | $575K | Buy |
2,428
+68
| +3% | +$16.1K | 0.11% | 139 |
|
|
2021
Q2 | $560K | Buy |
2,360
+1
| +0% | +$237 | 0.11% | 136 |
|
|
2021
Q1 | $522K | Buy |
2,359
+1
| +0% | +$221 | 0.11% | 139 |
|
|
2020
Q4 | $488K | Sell |
2,358
-358
| -13% | -$74.1K | 0.11% | 140 |
|
|
2020
Q3 | $479K | Sell |
2,716
-85
| -3% | -$15K | 0.12% | 135 |
|
|
2020
Q2 | $459K | Sell |
2,801
-278
| -9% | -$45.6K | 0.12% | 125 |
|
|
2020
Q1 | $405K | Sell |
3,079
-389
| -11% | -$51.2K | 0.13% | 127 |
|
|
2019
Q4 | $618K | Sell |
3,468
-10
| -0.3% | -$1.78K | 0.16% | 123 |
|
|
2019
Q3 | $583K | Buy |
3,478
+35
| +1% | +$5.87K | 0.16% | 121 |
|
|
2019
Q2 | $576K | Sell |
3,443
-447
| -11% | -$74.8K | 0.17% | 120 |
|
|
2019
Q1 | $625K | Sell |
3,890
-175
| -4% | -$28.1K | 0.19% | 109 |
|
|
2018
Q4 | $562K | Buy |
4,065
+726
| +22% | +$100K | 0.19% | 108 |
|
|
2018
Q3 | $548K | Buy |
3,339
+455
| +16% | +$74.7K | 0.17% | 114 |
|
|
2018
Q2 | $455K | Buy |
2,884
+123
| +4% | +$19.4K | 0.16% | 114 |
|
|
2018
Q1 | $426K | Sell |
2,761
-977
| -26% | -$151K | 0.17% | 108 |
|
|
2017
Q4 | $579K | Sell |
3,738
-282
| -7% | -$43.7K | 0.23% | 90 |
|
|
2017
Q3 | $591K | Buy |
4,020
+465
| +13% | +$68.4K | 0.24% | 78 |
|
|
2017
Q2 | $507K | Buy |
3,555
+871
| +32% | +$124K | 0.22% | 88 |
|
|
2017
Q1 | $374K | Buy |
2,684
+350
| +15% | +$48.8K | 0.17% | 94 |
|
|
2016
Q4 | $307K | Buy |
2,334
+26
| +1% | +$3.42K | 0.15% | 98 |
|
|
2016
Q3 | $299K | Buy |
2,308
+2
| +0.1% | +$259 | 0.16% | 88 |
|
|
2016
Q2 | $285K | Buy |
+2,306
| New | +$285K | 0.17% | 88 |
|