Watermark 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 | $81K | Buy |
586
+3
| +0.5% | +$415 | 0.04% | 71 |
|
|
2018
Q3 | $96K | Hold |
583
| – | – | 0.04% | 68 |
|
|
2018
Q2 | $92K | Buy |
583
+2
| +0.3% | +$316 | 0.04% | 70 |
|
|
2018
Q1 | $90K | Sell |
581
-53
| -8% | -$8.21K | 0.04% | 69 |
|
|
2017
Q4 | $98K | Buy |
634
+3
| +0.5% | +$464 | 0.04% | 69 |
|
|
2017
Q3 | $93K | Hold |
631
| – | – | 0.04% | 68 |
|
|
2017
Q2 | $90K | Buy |
631
+2
| +0.3% | +$285 | 0.04% | 72 |
|
|
2017
Q1 | $88K | Buy |
+629
| New | +$88K | 0.04% | 72 |
|