V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,007
| Closed | -$662K | – | 363 |
|
|
2023
Q2 | $662K | Buy |
3,007
+136
| +5% | +$29.9K | 0.11% | 168 |
|
|
2023
Q1 | $606K | Buy |
2,871
+86
| +3% | +$18.1K | 0.11% | 169 |
|
|
2022
Q4 | $568K | Sell |
2,785
-110
| -4% | -$22.4K | 0.12% | 174 |
|
|
2022
Q3 | $544K | Sell |
2,895
-143
| -5% | -$26.9K | 0.11% | 184 |
|
|
2022
Q2 | $598K | Buy |
3,038
+326
| +12% | +$64.2K | 0.11% | 192 |
|
|
2022
Q1 | $645K | Buy |
2,712
+25
| +0.9% | +$5.95K | 0.1% | 205 |
|
|
2021
Q4 | $685K | Buy |
2,687
+100
| +4% | +$25.5K | 0.1% | 194 |
|
|
2021
Q3 | $613K | Sell |
2,587
-1,032
| -29% | -$245K | 0.09% | 223 |
|
|
2021
Q2 | $861K | Buy |
3,619
+247
| +7% | +$58.8K | 0.14% | 175 |
|
|
2021
Q1 | $747K | Sell |
3,372
-439
| -12% | -$97.3K | 0.14% | 181 |
|
|
2020
Q4 | $788K | Buy |
3,811
+1,708
| +81% | +$353K | 0.16% | 158 |
|
|
2020
Q3 | $371K | Sell |
2,103
-1,359
| -39% | -$240K | 0.26% | 102 |
|
|
2020
Q2 | $568K | Sell |
3,462
-1,575
| -31% | -$258K | 0.15% | 170 |
|
|
2020
Q1 | $664K | Buy |
5,037
+3,628
| +257% | +$478K | 0.21% | 127 |
|
|
2019
Q4 | $236K | Hold |
1,409
| – | – | 0.08% | 242 |
|
|
2019
Q3 | $236K | Buy |
1,409
+92
| +7% | +$15.4K | 0.08% | 244 |
|
|
2019
Q2 | $224K | Buy |
+1,317
| New | +$224K | 0.09% | 241 |
|
|
2017
Q3 | – | Sell |
-394
| Closed | -$56K | – | 692 |
|
|
2017
Q2 | $56K | Buy |
+394
| New | +$56K | 0.03% | 298 |
|
|
2017
Q1 | – | Sell |
-5,948
| Closed | -$783K | – | 206 |
|
|
2016
Q4 | $783K | Buy |
+5,948
| New | +$783K | 0.57% | 59 |
|
|
2016
Q3 | – | Sell |
-6,177
| Closed | -$767K | – | 179 |
|
|
2016
Q2 | $767K | Buy |
+6,177
| New | +$767K | 0.63% | 57 |
|