TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-100
| Closed | -$17K | – | 842 |
|
|
2019
Q4 | $17K | Buy |
+100
| New | +$17K | ﹤0.01% | 515 |
|
|
2018
Q4 | – | Sell |
-2,814
| Closed | -$464K | – | 887 |
|
|
2018
Q3 | $464K | Buy |
2,814
+1,019
| +57% | +$168K | 0.07% | 174 |
|
|
2018
Q2 | $282K | Buy |
+1,795
| New | +$282K | 0.04% | 214 |
|
|
2017
Q2 | – | Sell |
-1,753
| Closed | -$242K | – | 160 |
|
|
2017
Q1 | $242K | Buy |
1,753
+10
| +0.6% | +$1.38K | 0.06% | 129 |
|
|
2016
Q4 | $235K | Sell |
1,743
-1,878
| -52% | -$253K | 0.06% | 132 |
|
|
2016
Q3 | $456K | Buy |
3,621
+237
| +7% | +$29.8K | 0.15% | 76 |
|
|
2016
Q2 | $418K | Buy |
3,384
+1,553
| +85% | +$192K | 0.14% | 79 |
|
|
2016
Q1 | $222K | Buy |
+1,831
| New | +$222K | 0.09% | 115 |
|