CWM
Cedar Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-645
| Closed | -$108K | – | 257 |
|
|
2024
Q3 | $108K | Buy |
645
+128
| +25% | +$21.5K | 0.03% | 125 |
|
|
2024
Q2 | $77.8K | Sell |
517
-17
| -3% | -$2.56K | 0.03% | 142 |
|
|
2024
Q1 | $83.3K | Hold |
534
| – | – | 0.03% | 140 |
|
|
2023
Q4 | $77.4K | Buy |
534
+34
| +7% | +$4.93K | 0.03% | 134 |
|
|
2023
Q3 | $65.5K | Hold |
500
| – | – | 0.03% | 143 |
|
|
2023
Q2 | $69.2K | Hold |
500
| – | – | 0.03% | 141 |
|
|
2023
Q1 | $67K | Hold |
500
| – | – | 0.03% | 136 |
|
|
2022
Q4 | $67.6K | Sell |
500
-25
| -5% | -$3.38K | 0.03% | 128 |
|
|
2022
Q3 | $64K | Sell |
525
-100
| -16% | -$12.2K | 0.03% | 150 |
|
|
2022
Q2 | $81K | Sell |
625
-500
| -44% | -$64.8K | 0.04% | 142 |
|
|
2022
Q1 | $168K | Buy |
+1,125
| New | +$168K | 0.07% | 121 |
|