WEC
Winslow Evans & Crocker’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $825K | Buy |
3,990
+2,639
| +195% | +$546K | 0.16% | 147 |
|
|
2020
Q3 | $238K | Sell |
1,351
-40
| -3% | -$7.05K | 0.06% | 251 |
|
|
2020
Q2 | $228K | Sell |
1,391
-681
| -33% | -$112K | 0.06% | 254 |
|
|
2020
Q1 | $276K | Sell |
2,072
-494
| -19% | -$65.8K | 0.09% | 205 |
|
|
2019
Q4 | $460K | Buy |
2,566
+20
| +0.8% | +$3.59K | 0.12% | 185 |
|
|
2019
Q3 | $430K | Sell |
2,546
-46
| -2% | -$7.77K | 0.12% | 187 |
|
|
2019
Q2 | $436K | Buy |
2,592
+256
| +11% | +$43.1K | 0.12% | 189 |
|
|
2019
Q1 | $378K | Buy |
2,336
+322
| +16% | +$52.1K | 0.11% | 200 |
|
|
2018
Q4 | $280K | Sell |
2,014
-208
| -9% | -$28.9K | 0.09% | 212 |
|
|
2018
Q3 | $366K | Buy |
2,222
+180
| +9% | +$29.6K | 0.11% | 189 |
|
|
2018
Q2 | $324K | Buy |
2,042
+104
| +5% | +$16.5K | 0.1% | 193 |
|
|
2018
Q1 | $299K | Sell |
1,938
-466
| -19% | -$71.8K | 0.1% | 201 |
|
|
2017
Q4 | $372K | Buy |
2,404
+66
| +3% | +$10.2K | 0.12% | 181 |
|
|
2017
Q3 | $344K | Sell |
2,338
-3,187
| -58% | -$468K | 0.11% | 192 |
|
|
2017
Q2 | $787K | Buy |
5,525
+253
| +5% | +$36.1K | 0.22% | 108 |
|
|
2017
Q1 | $734K | Buy |
5,272
+1,060
| +25% | +$148K | 0.23% | 96 |
|
|
2016
Q4 | $554K | Buy |
4,212
+290
| +7% | +$38.2K | 0.17% | 130 |
|
|
2016
Q3 | $507K | Buy |
3,922
+50
| +1% | +$6.47K | 0.15% | 150 |
|
|
2016
Q2 | $478K | Buy |
3,872
+1,442
| +59% | +$178K | 0.14% | 150 |
|
|
2016
Q1 | $295K | Sell |
2,430
-66
| -3% | -$8K | 0.09% | 210 |
|
|
2015
Q4 | $300K | Hold |
2,496
| – | – | 0.09% | 226 |
|
|
2015
Q3 | $291K | Sell |
2,496
-66
| -3% | -$7.7K | 0.09% | 221 |
|
|
2015
Q2 | $326K | Buy |
2,562
+40
| +2% | +$5.09K | 0.09% | 227 |
|
|
2015
Q1 | $334K | Buy |
2,522
+30
| +1% | +$3.98K | 0.09% | 222 |
|
|
2014
Q4 | $308K | Sell |
2,492
-24
| -1% | -$2.96K | 0.09% | 227 |
|
|
2014
Q3 | $295K | Buy |
2,516
+2,336
| +1,298% | +$274K | 0.08% | 244 |
|
|
2014
Q2 | $21.4K | Hold |
180
| – | – | 0.01% | 661 |
|
|
2014
Q1 | $20.4K | Buy |
180
+125
| +227% | +$14.2K | 0.01% | 668 |
|
|
2013
Q4 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 1098 |
|