Sunesis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,121
| Closed | -$221K | – | 42 |
|
|
2022
Q2 | $221K | Hold |
1,121
| – | – | 0.14% | 39 |
|
|
2022
Q1 | $267K | Hold |
1,121
| – | – | 0.15% | 40 |
|
|
2021
Q4 | $286K | Hold |
1,121
| – | – | 0.21% | 30 |
|
|
2021
Q3 | $265K | Hold |
1,121
| – | – | 0.2% | 28 |
|
|
2021
Q2 | $266K | Hold |
1,121
| – | – | 0.2% | 30 |
|
|
2021
Q1 | $248K | Sell |
1,121
-909
| -45% | -$201K | 0.2% | 30 |
|
|
2020
Q4 | $420K | Hold |
2,030
| – | – | 0.34% | 26 |
|
|
2020
Q3 | $358K | Hold |
2,030
| – | – | 0.32% | 28 |
|
|
2020
Q2 | $333K | Hold |
2,030
| – | – | 0.31% | 27 |
|
|
2020
Q1 | $267K | Hold |
2,030
| – | – | 0.27% | 30 |
|
|
2019
Q4 | $362K | Hold |
2,030
| – | – | 0.33% | 27 |
|
|
2019
Q3 | $340K | Hold |
2,030
| – | – | 0.35% | 26 |
|
|
2019
Q2 | $339K | Hold |
2,030
| – | – | 0.36% | 26 |
|
|
2019
Q1 | $326K | Hold |
2,030
| – | – | 0.33% | 27 |
|
|
2018
Q4 | $281K | Hold |
2,030
| – | – | 0.31% | 25 |
|
|
2018
Q3 | $333K | Hold |
2,030
| – | – | 0.34% | 22 |
|
|
2018
Q2 | $320K | Buy |
+2,030
| New | +$320K | 0.39% | 18 |
|