Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.65M | Hold |
7,921
| – | – | 0.07% | 87 |
|
|
2023
Q2 | $1.74M | Hold |
7,921
| – | – | 0.07% | 84 |
|
|
2023
Q1 | $1.67M | Sell |
7,921
-12
| -0.2% | -$2.53K | 0.08% | 84 |
|
|
2022
Q4 | $1.62M | Buy |
7,933
+6,801
| +601% | +$1.39M | 0.08% | 90 |
|
|
2022
Q3 | $213K | Hold |
1,132
| – | – | 0.01% | 212 |
|
|
2022
Q2 | $223K | Buy |
1,132
+12
| +1% | +$2.36K | 0.02% | 204 |
|
|
2022
Q1 | $266K | Hold |
1,120
| – | – | 0.01% | 245 |
|
|
2021
Q4 | $286K | Sell |
1,120
-5,269
| -82% | -$1.35M | 0.01% | 240 |
|
|
2021
Q3 | $1.51M | Sell |
6,389
-15,254
| -70% | -$3.61M | 0.08% | 105 |
|
|
2021
Q2 | $5.14M | Hold |
21,643
| – | – | 0.21% | 57 |
|
|
2021
Q1 | $4.79M | Hold |
21,643
| – | – | 0.21% | 51 |
|
|
2020
Q4 | $4.47M | Sell |
21,643
-840
| -4% | -$174K | 0.22% | 53 |
|
|
2020
Q3 | $3.96M | Sell |
22,483
-635
| -3% | -$112K | 0.19% | 72 |
|
|
2020
Q2 | $3.79M | Sell |
23,118
-7,252
| -24% | -$1.19M | 0.2% | 77 |
|
|
2020
Q1 | $4M | Buy |
30,370
+17,614
| +138% | +$2.32M | 0.26% | 67 |
|
|
2019
Q4 | $2.27M | Buy |
12,756
+250
| +2% | +$44.5K | 0.11% | 107 |
|
|
2019
Q3 | $2.1M | Buy |
12,506
+1,535
| +14% | +$257K | 0.1% | 120 |
|
|
2019
Q2 | $1.84M | Buy |
10,971
+742
| +7% | +$125K | 0.09% | 115 |
|
|
2019
Q1 | $1.65M | Hold |
10,229
| – | – | 0.08% | 153 |
|
|
2018
Q4 | $1.41M | Buy |
10,229
+1,100
| +12% | +$152K | 0.07% | 163 |
|
|
2018
Q3 | $1.51M | Hold |
9,129
| – | – | 0.09% | 132 |
|
|
2018
Q2 | $1.44M | Buy |
9,129
+510
| +6% | +$80.4K | 0.09% | 130 |
|
|
2018
Q1 | $1.33M | Buy |
8,619
+6,250
| +264% | +$964K | 0.09% | 123 |
|
|
2017
Q4 | $366K | Buy |
2,369
+840
| +55% | +$130K | 0.03% | 176 |
|
|
2017
Q3 | $225K | Buy |
+1,529
| New | +$225K | 0.02% | 313 |
|