Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,353
| Closed | -$3.18M | – | 320 |
|
|
2021
Q1 | $3.18M | Buy |
14,353
+151
| +1% | +$33.4K | 0.31% | 75 |
|
|
2020
Q4 | $2.94M | Hold |
14,202
| – | – | 0.3% | 76 |
|
|
2020
Q3 | $2.5M | Buy |
14,202
+136
| +1% | +$24K | 0.28% | 83 |
|
|
2020
Q2 | $2.31M | Sell |
14,066
-8,056
| -36% | -$1.32M | 0.28% | 86 |
|
|
2020
Q1 | $2.91M | Sell |
22,122
-55
| -0.2% | -$7.24K | 0.43% | 54 |
|
|
2019
Q4 | $3.95M | Buy |
22,177
+100
| +0.5% | +$17.8K | 0.46% | 55 |
|
|
2019
Q3 | $3.76M | Buy |
22,077
+675
| +3% | +$115K | 0.48% | 56 |
|
|
2019
Q2 | $3.58M | Buy |
21,402
+1,675
| +8% | +$280K | 0.46% | 59 |
|
|
2019
Q1 | $3.17M | Buy |
19,727
+102
| +0.5% | +$16.4K | 0.42% | 66 |
|
|
2018
Q4 | $2.94M | Sell |
19,625
-200
| -1% | -$29.9K | 0.41% | 64 |
|
|
2018
Q3 | $3.26M | Sell |
19,825
-580
| -3% | -$95.2K | 0.4% | 66 |
|
|
2018
Q2 | $3.22M | Sell |
20,405
-425
| -2% | -$67K | 0.43% | 63 |
|
|
2018
Q1 | $3.21M | Buy |
20,830
+1,085
| +5% | +$167K | 0.4% | 62 |
|
|
2017
Q4 | $3.06M | Buy |
+19,745
| New | +$3.06M | 0.37% | 69 |
|