CWM
C2C 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 | $216K | Buy |
+772
| New | +$216K | 0.2% | 78 |
|
|
2025
Q1 | – | Sell |
-772
| Closed | -$204K | – | 89 |
|
|
2024
Q4 | $204K | Hold |
772
| – | – | 0.19% | 81 |
|
|
2024
Q3 | $203K | Buy |
+772
| New | +$203K | 0.19% | 82 |
|
|
2023
Q3 | – | Sell |
-912
| Closed | -$207K | – | 249 |
|
|
2023
Q2 | $207K | Buy |
+912
| New | +$207K | 0.03% | 231 |
|
|
2022
Q2 | – | Sell |
-912
| Closed | -$217K | – | 210 |
|
|
2022
Q1 | $217K | Buy |
+912
| New | +$217K | 0.04% | 188 |
|