Wills Financial Group’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
Q1 | – | Sell |
-3,176
| Closed | -$566K | – | 61 |
|
|
2019
Q4 | $566K | Sell |
3,176
-12
| -0.4% | -$2.14K | 0.33% | 47 |
|
|
2019
Q3 | $534K | Buy |
3,188
+12
| +0.4% | +$2.01K | 0.34% | 44 |
|
|
2019
Q2 | $531K | Buy |
3,176
+32
| +1% | +$5.35K | 0.35% | 45 |
|
|
2019
Q1 | $505K | Buy |
3,144
+858
| +38% | +$138K | 0.34% | 45 |
|
|
2018
Q4 | $315K | Sell |
2,286
-22
| -1% | -$3.03K | 0.24% | 51 |
|
|
2018
Q3 | $379K | Hold |
2,308
| – | – | 0.25% | 57 |
|
|
2018
Q2 | $363K | Buy |
2,308
+1
| +0% | +$157 | 0.26% | 55 |
|
|
2018
Q1 | $355K | Sell |
2,307
-464
| -17% | -$71.4K | 0.26% | 59 |
|
|
2017
Q4 | $428K | Sell |
2,771
-5
| -0.2% | -$772 | 0.3% | 58 |
|
|
2017
Q3 | $408K | Buy |
2,776
+45
| +2% | +$6.61K | 0.3% | 57 |
|
|
2017
Q2 | $389K | Buy |
2,731
+24
| +0.9% | +$3.42K | 0.29% | 59 |
|
|
2017
Q1 | $377K | Buy |
2,707
+20
| +0.7% | +$2.79K | 0.29% | 58 |
|
|
2016
Q4 | $354K | Buy |
2,687
+405
| +18% | +$53.4K | 0.29% | 56 |
|
|
2016
Q3 | $295K | Buy |
2,282
+142
| +7% | +$18.4K | 0.26% | 58 |
|
|
2016
Q2 | $265K | Buy |
2,140
+245
| +13% | +$30.3K | 0.22% | 62 |
|
|
2016
Q1 | $229K | Hold |
1,895
| – | – | 0.2% | 65 |
|
|
2015
Q4 | $227K | Buy |
+1,895
| New | +$227K | 0.2% | 70 |
|
|
2015
Q3 | – | Sell |
-1,600
| Closed | -$203K | – | 84 |
|
|
2015
Q2 | $203K | Hold |
1,600
| – | – | 0.17% | 72 |
|
|
2015
Q1 | $212K | Buy |
+1,600
| New | +$212K | 0.17% | 72 |
|