YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $225K | Hold |
1,106
| – | – | 0.06% | 234 |
|
|
2022
Q3 | $208K | Sell |
1,106
-241
| -18% | -$45.3K | 0.05% | 258 |
|
|
2022
Q2 | $265K | Buy |
1,347
+269
| +25% | +$52.9K | 0.07% | 221 |
|
|
2022
Q1 | $256K | Buy |
1,078
+83
| +8% | +$19.7K | 0.06% | 260 |
|
|
2021
Q4 | $253K | Hold |
995
| – | – | 0.06% | 251 |
|
|
2021
Q3 | $236K | Hold |
995
| – | – | 0.06% | 239 |
|
|
2021
Q2 | $236K | Sell |
995
-15
| -1% | -$3.56K | 0.06% | 235 |
|
|
2021
Q1 | $224K | Hold |
1,010
| – | – | 0.07% | 230 |
|
|
2020
Q4 | $209K | Buy |
+1,010
| New | +$209K | 0.07% | 207 |
|
|
2019
Q3 | – | Sell |
-1,013
| Closed | -$169K | – | 630 |
|
|
2019
Q2 | $169K | Buy |
1,013
+191
| +23% | +$31.9K | 0.08% | 197 |
|
|
2019
Q1 | $132K | Buy |
822
+134
| +19% | +$21.5K | 0.06% | 238 |
|
|
2018
Q4 | $95K | Buy |
688
+60
| +10% | +$8.29K | 0.05% | 255 |
|
|
2018
Q3 | $103K | Hold |
628
| – | – | 0.05% | 278 |
|
|
2018
Q2 | $99K | Hold |
628
| – | – | 0.04% | 295 |
|
|
2018
Q1 | $97K | Hold |
628
| – | – | 0.04% | 298 |
|
|
2017
Q4 | $96K | Buy |
628
+90
| +17% | +$13.8K | 0.05% | 299 |
|
|
2017
Q3 | $79K | Buy |
538
+350
| +186% | +$51.4K | 0.04% | 321 |
|
|
2017
Q2 | $27K | Hold |
188
| – | – | 0.01% | 450 |
|
|
2017
Q1 | $27K | Buy |
188
+25
| +15% | +$3.59K | 0.01% | 447 |
|
|
2016
Q4 | $22K | Buy |
+163
| New | +$22K | 0.01% | 462 |
|