CWM
Cedar Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-996
| Closed | -$263K | – | 256 |
|
|
2024
Q3 | $263K | Buy |
996
+50
| +5% | +$13.2K | 0.08% | 90 |
|
|
2024
Q2 | $229K | Sell |
946
-55
| -5% | -$13.3K | 0.07% | 98 |
|
|
2024
Q1 | $250K | Buy |
1,001
+10
| +1% | +$2.5K | 0.08% | 101 |
|
|
2023
Q4 | $231K | Sell |
991
-340
| -26% | -$79.1K | 0.08% | 101 |
|
|
2023
Q3 | $277K | Buy |
1,331
+89
| +7% | +$18.5K | 0.11% | 89 |
|
|
2023
Q2 | $273K | Sell |
1,242
-47
| -4% | -$10.3K | 0.11% | 87 |
|
|
2023
Q1 | $272K | Sell |
1,289
-235
| -15% | -$49.6K | 0.11% | 84 |
|
|
2022
Q4 | $311K | Sell |
1,524
-430
| -22% | -$87.6K | 0.15% | 72 |
|
|
2022
Q3 | $367K | Buy |
1,954
+124
| +7% | +$23.3K | 0.18% | 77 |
|
|
2022
Q2 | $360K | Sell |
1,830
-28
| -2% | -$5.51K | 0.16% | 79 |
|
|
2022
Q1 | $442K | Sell |
1,858
-286
| -13% | -$68K | 0.18% | 79 |
|
|
2021
Q4 | $546K | Buy |
2,144
+947
| +79% | +$241K | 0.22% | 77 |
|
|
2021
Q3 | $283K | Sell |
1,197
-35
| -3% | -$8.28K | 0.13% | 93 |
|
|
2021
Q2 | $292K | Buy |
1,232
+445
| +57% | +$105K | 0.13% | 91 |
|
|
2021
Q1 | $174K | Sell |
787
-119
| -13% | -$26.3K | 0.09% | 102 |
|
|
2020
Q4 | $187K | Hold |
906
| – | – | 0.1% | 93 |
|
|
2020
Q3 | $160K | Buy |
906
+78
| +9% | +$13.8K | 0.1% | 94 |
|
|
2020
Q2 | $136K | Sell |
828
-675
| -45% | -$111K | 0.09% | 95 |
|
|
2020
Q1 | $198K | Buy |
1,503
+1,422
| +1,756% | +$187K | 0.13% | 77 |
|
|
2019
Q4 | $14K | Sell |
81
-7
| -8% | -$1.21K | 0.01% | 136 |
|
|
2019
Q3 | $15K | Hold |
88
| – | – | 0.01% | 124 |
|
|
2019
Q2 | $15K | Buy |
+88
| New | +$15K | 0.01% | 142 |
|