WESPAC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,523
| Closed | -$1.05M | – | 141 |
|
|
2019
Q1 | $1.05M | Buy |
6,523
+375
| +6% | +$60.3K | 0.72% | 49 |
|
|
2018
Q4 | $850K | Hold |
6,148
| – | – | 0.82% | 44 |
|
|
2018
Q3 | $1.01M | Buy |
6,148
+1,110
| +22% | +$182K | 0.59% | 60 |
|
|
2018
Q2 | $794K | Hold |
5,038
| – | – | 0.82% | 40 |
|
|
2018
Q1 | $777K | Buy |
+5,038
| New | +$777K | 0.47% | 67 |
|
|
2017
Q4 | – | Sell |
-1,888
| Closed | -$278K | – | 138 |
|
|
2017
Q3 | $278K | Buy |
+1,888
| New | +$278K | 0.18% | 111 |
|