Titus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,091
| Closed | -$242K | – | 156 |
|
|
2021
Q1 | $242K | Sell |
1,091
-20
| -2% | -$4.44K | 0.14% | 124 |
|
|
2020
Q4 | $230K | Sell |
1,111
-76
| -6% | -$15.7K | 0.14% | 118 |
|
|
2020
Q3 | $209K | Buy |
+1,187
| New | +$209K | 0.15% | 112 |
|
|
2020
Q1 | – | Sell |
-1,157
| Closed | -$206K | – | 117 |
|
|
2019
Q4 | $206K | Sell |
1,157
-297
| -20% | -$52.9K | 0.21% | 103 |
|
|
2019
Q3 | $244K | Buy |
1,454
+98
| +7% | +$16.4K | 0.22% | 83 |
|
|
2019
Q2 | $227K | Sell |
1,356
-89
| -6% | -$14.9K | 0.22% | 80 |
|
|
2019
Q1 | $232 | Buy |
+1,445
| New | +$232 | 0.2% | 90 |
|