SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $10.9M | Sell |
52,721
-1,122
| -2% | -$232K | 0.95% | 19 |
|
|
2020
Q3 | $9.49M | Sell |
53,843
-1,344
| -2% | -$237K | 0.94% | 21 |
|
|
2020
Q2 | $9.05M | Sell |
55,187
-4,499
| -8% | -$737K | 0.97% | 21 |
|
|
2020
Q1 | $7.86M | Buy |
59,686
+2,465
| +4% | +$325K | 0.9% | 18 |
|
|
2019
Q4 | $10.2M | Buy |
57,221
+423
| +0.7% | +$75.4K | 0.93% | 19 |
|
|
2019
Q3 | $9.52M | Sell |
56,798
-459
| -0.8% | -$76.9K | 0.93% | 17 |
|
|
2019
Q2 | $9.57M | Sell |
57,257
-1,274
| -2% | -$213K | 0.94% | 17 |
|
|
2019
Q1 | $9.41M | Sell |
58,531
-1,733
| -3% | -$279K | 0.91% | 20 |
|
|
2018
Q4 | $8.33M | Buy |
60,264
+6,119
| +11% | +$845K | 0.94% | 19 |
|
|
2018
Q3 | $8.89M | Buy |
54,145
+571
| +1% | +$93.8K | 0.9% | 22 |
|
|
2018
Q2 | $8.45M | Sell |
53,574
-2,845
| -5% | -$448K | 0.91% | 22 |
|
|
2018
Q1 | $8.29M | Buy |
56,419
+1,660
| +3% | +$244K | 1.02% | 20 |
|
|
2017
Q4 | $8.48M | Sell |
54,759
-1,660
| -3% | -$257K | 0.99% | 23 |
|
|
2017
Q3 | $8.29M | Buy |
56,419
+119
| +0.2% | +$17.5K | 1.02% | 20 |
|
|
2017
Q2 | $8.02M | Buy |
56,300
+1,050
| +2% | +$150K | 1.04% | 22 |
|
|
2017
Q1 | $7.69M | Sell |
55,250
-877
| -2% | -$122K | 1.04% | 22 |
|
|
2016
Q4 | $7.39M | Sell |
56,127
-9
| -0% | -$1.19K | 1.1% | 25 |
|
|
2016
Q3 | $7.27M | Sell |
56,136
-2,146
| -4% | -$278K | 1.13% | 22 |
|
|
2016
Q2 | $7.21M | Sell |
58,282
-134
| -0.2% | -$16.6K | 1.16% | 21 |
|
|
2016
Q1 | $7.08M | Buy |
58,416
+198
| +0.3% | +$24K | 1.17% | 22 |
|
|
2015
Q4 | $6.99M | Sell |
58,218
-1,030
| -2% | -$124K | 1.21% | 21 |
|
|
2015
Q3 | $6.91M | Buy |
59,248
+1,133
| +2% | +$132K | 1.29% | 17 |
|
|
2015
Q2 | $7.41M | Buy |
58,115
+543
| +0.9% | +$69.2K | 1.36% | 14 |
|
|
2015
Q1 | $7.64M | Buy |
57,572
+11,457
| +25% | +$1.52M | 1.39% | 14 |
|
|
2014
Q4 | $5.7M | Sell |
46,115
-228
| -0.5% | -$28.2K | 2.07% | 15 |
|
|
2014
Q3 | $5.44M | Buy |
46,343
+17
| +0% | +$1.99K | 2.32% | 13 |
|
|
2014
Q2 | $5.5M | Sell |
46,326
-18,004
| -28% | -$2.14M | 2.35% | 12 |
|
|
2014
Q1 | $7.31M | Sell |
64,330
-1,166
| -2% | -$132K | 3.45% | 6 |
|
|
2013
Q4 | $7.21M | Buy |
+65,496
| New | +$7.21M | 4.3% | 4 |
|