Wealthstreet Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-57,412	Closed	-$3.18M	–	320
2021 Q1	$3.18M	Buy	57,412 +604	+1%	+$32.8K	0.31%	75
2020 Q4	$2.94M	Hold	56,808	–	–	0.3%	76
2020 Q3	$2.5M	Buy	56,808 +544	+1%	+$23.7K	0.28%	83
2020 Q2	$2.31M	Sell	56,264 -32,224	-36%	-$1.23M	0.28%	86
2020 Q1	$2.91M	Sell	88,488 -220	-0.2%	-$9.11K	0.43%	54
2019 Q4	$3.95M	Buy	88,708 +400	+0.5%	+$17.2K	0.46%	55
2019 Q3	$3.76M	Buy	88,308 +2,700	+3%	+$113K	0.48%	56
2019 Q2	$3.58M	Buy	85,608 +6,700	+8%	+$274K	0.46%	59
2019 Q1	$3.17M	Buy	78,908 +408	+0.5%	+$15.7K	0.42%	66
2018 Q4	$2.94M	Sell	78,500 -800	-1%	-$30K	0.41%	64
2018 Q3	$3.25M	Sell	79,300 -2,320	-3%	-$94.7K	0.4%	66
2018 Q2	$3.22M	Sell	81,620 -1,700	-2%	-$66.7K	0.43%	63
2018 Q1	$3.21M	Buy	83,320 +4,340	+5%	+$171K	0.4%	62
2017 Q4	$3.06M	Buy	+78,980	New	+$2.98M	0.37%	69