True Link Financial 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
Q2 | – | Sell |
-1,070
| Closed | -$255K | – | 135 |
|
|
2022
Q1 | $255K | Buy |
1,070
+3
| +0.3% | +$715 | 0.04% | 113 |
|
|
2021
Q4 | $272K | Sell |
1,067
-517
| -33% | -$132K | 0.04% | 189 |
|
|
2021
Q3 | $375K | Hold |
1,584
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $376K | Sell |
1,584
-30
| -2% | -$7.12K | 0.06% | 99 |
|
|
2021
Q1 | $357K | Hold |
1,614
| – | – | 0.05% | 137 |
|
|
2020
Q4 | $334K | Buy |
+1,614
| New | +$334K | 0.05% | 146 |
|