Visionary Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-3,913
| Closed | -$645K | – | 287 |
|
2018
Q3 | $645K | Buy |
3,913
+298
| +8% | +$49.1K | 0.21% | 95 |
|
2018
Q2 | $570K | Buy |
+3,615
| New | +$570K | 0.19% | 95 |
|
2014
Q4 | – | Sell |
-7,004
| Closed | -$822K | – | 211 |
|
2014
Q3 | $822K | Sell |
7,004
-83
| -1% | -$9.74K | 0.23% | 73 |
|
2014
Q2 | $841K | Buy |
7,087
+4,485
| +172% | +$532K | 0.2% | 72 |
|
2014
Q1 | $295K | Buy |
+2,602
| New | +$295K | 0.07% | 95 |
|