TrueWealth LLC’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
Q2 | $89K | Hold |
545
| – | – | 0.04% | 209 |
|
|
2020
Q1 | $72K | Buy |
545
+14
| +3% | +$1.85K | 0.04% | 215 |
|
|
2019
Q4 | $95K | Sell |
531
-4
| -0.7% | -$716 | 0.04% | 211 |
|
|
2019
Q3 | $90K | Buy |
535
+10
| +2% | +$1.68K | 0.04% | 211 |
|
|
2019
Q2 | $88K | Buy |
525
+1
| +0.2% | +$168 | 0.04% | 211 |
|
|
2019
Q1 | $84K | Buy |
524
+189
| +56% | +$30.3K | 0.04% | 215 |
|
|
2018
Q4 | $46K | Buy |
335
+2
| +0.6% | +$275 | 0.02% | 265 |
|
|
2018
Q3 | $55K | Hold |
333
| – | – | 0.03% | 259 |
|
|
2018
Q2 | $52K | Buy |
333
+1
| +0.3% | +$156 | 0.02% | 264 |
|
|
2018
Q1 | $51K | Hold |
332
| – | – | 0.03% | 258 |
|
|
2017
Q4 | $51K | Buy |
+332
| New | +$51K | 0.02% | 287 |
|