BWM
BCGM Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
13,510
-964
| -7% | -$270K | 1.07% | 33 |
|
|
2025
Q1 | $3.74M | Sell |
14,474
-868
| -6% | -$224K | 1.15% | 25 |
|
|
2024
Q4 | $4.05M | Sell |
15,342
-60
| -0.4% | -$15.8K | 1.29% | 21 |
|
|
2024
Q3 | $4.06M | Sell |
15,402
-264
| -2% | -$69.7K | 1.32% | 19 |
|
|
2024
Q2 | $3.79M | Sell |
15,666
-542
| -3% | -$131K | 1.31% | 20 |
|
|
2024
Q1 | $4.05M | Sell |
16,208
-26
| -0.2% | -$6.5K | 1.45% | 15 |
|
|
2023
Q4 | $3.78M | Sell |
16,234
-499
| -3% | -$116K | 1.54% | 16 |
|
|
2023
Q3 | $3.48M | Sell |
16,733
-19,141
| -53% | -$3.99M | 1.6% | 15 |
|
|
2023
Q2 | $7.9M | Buy |
35,874
+3,611
| +11% | +$795K | 3.48% | 6 |
|
|
2023
Q1 | $6.8M | Sell |
32,263
-4,031
| -11% | -$850K | 3.43% | 6 |
|
|
2022
Q4 | $7.4M | Buy |
36,294
+319
| +0.9% | +$65K | 3.6% | 5 |
|
|
2022
Q3 | $7.16M | Buy |
35,975
+205
| +0.6% | +$40.8K | 3.58% | 5 |
|
|
2022
Q2 | $7.72M | Buy |
35,770
+16,751
| +88% | +$3.61M | 3.91% | 6 |
|
|
2022
Q1 | $4.16M | Sell |
19,019
-1,629
| -8% | -$356K | 2.26% | 11 |
|
|
2021
Q4 | $5.26M | Buy |
20,648
+284
| +1% | +$72.4K | 2.83% | 10 |
|
|
2021
Q3 | $5.14M | Sell |
20,364
-872
| -4% | -$220K | 2.86% | 12 |
|
|
2021
Q2 | $5.11M | Sell |
21,236
-7,883
| -27% | -$1.9M | 3.03% | 11 |
|
|
2021
Q1 | $6.62M | Buy |
29,119
+1,472
| +5% | +$335K | 4.53% | 5 |
|
|
2020
Q4 | $6.18M | Buy |
+27,647
| New | +$6.18M | 4.38% | 6 |
|