Vickerman & Driscoll Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,807
| Closed | -$215K | – | 73 |
|
|
2019
Q4 | $215K | Sell |
1,807
-2,738
| -60% | -$326K | 0.11% | 69 |
|
|
2019
Q3 | $514K | Sell |
4,545
-189
| -4% | -$21.4K | 0.28% | 59 |
|
|
2019
Q2 | $527K | Sell |
4,734
-632
| -12% | -$70.4K | 0.29% | 59 |
|
|
2019
Q1 | $579K | Sell |
5,366
-669
| -11% | -$72.2K | 0.33% | 58 |
|
|
2018
Q4 | $575K | Buy |
6,035
+246
| +4% | +$23.4K | 0.45% | 49 |
|
|
2018
Q3 | $655K | Buy |
5,789
+64
| +1% | +$7.24K | 0.46% | 51 |
|
|
2018
Q2 | $632K | Sell |
5,725
-1,171
| -17% | -$129K | 0.46% | 50 |
|
|
2018
Q1 | $754K | Sell |
6,896
-1,822
| -21% | -$199K | 0.56% | 53 |
|
|
2017
Q4 | $973K | Buy |
+8,718
| New | +$973K | 0.76% | 53 |
|