WealthStone’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
Q3 | – | Sell |
-1,309
| Closed | -$215K | – | 246 |
|
|
2020
Q2 | $215K | Buy |
+1,309
| New | +$215K | 0.1% | 148 |
|
|
2020
Q1 | – | Sell |
-1,366
| Closed | -$240K | – | 39 |
|
|
2019
Q4 | $240K | Buy |
1,366
+57
| +4% | +$10K | 0.14% | 33 |
|
|
2019
Q3 | $219K | Buy |
+1,309
| New | +$219K | 0.12% | 45 |
|
|
2019
Q2 | – | Sell |
-1,309
| Closed | -$210K | – | 109 |
|
|
2019
Q1 | $210K | Buy |
+1,309
| New | +$210K | 7.55% | 4 |
|