DWMG
DB Wealth Management Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-370
| Closed | -$55K | – | 364 |
|
|
2022
Q3 | $55K | Hold |
370
| – | – | 0.04% | 144 |
|
|
2022
Q2 | $57K | Hold |
370
| – | – | 0.04% | 148 |
|
|
2022
Q1 | $67K | Hold |
370
| – | – | 0.04% | 147 |
|
|
2021
Q4 | $71K | Hold |
370
| – | – | 0.04% | 138 |
|
|
2021
Q3 | $66K | Hold |
370
| – | – | 0.04% | 137 |
|
|
2021
Q2 | $67K | Hold |
370
| – | – | 0.04% | 137 |
|
|
2021
Q1 | $65K | Buy |
+370
| New | +$65K | 0.04% | 140 |
|