DWMG
DB Wealth Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $691K | Buy |
2,970
+8
| +0.3% | +$1.86K | 0.39% | 48 |
|
|
2023
Q3 | $617K | Buy |
2,962
+116
| +4% | +$24.2K | 0.39% | 45 |
|
|
2023
Q2 | $627K | Buy |
2,846
+8
| +0.3% | +$1.76K | 0.38% | 49 |
|
|
2023
Q1 | $599K | Sell |
2,838
-17
| -0.6% | -$3.59K | 0.38% | 49 |
|
|
2022
Q4 | $582K | Sell |
2,855
-648
| -18% | -$132K | 0.38% | 50 |
|
|
2022
Q3 | $658K | Sell |
3,503
-136
| -4% | -$25.5K | 0.47% | 43 |
|
|
2022
Q2 | $717K | Buy |
3,639
+271
| +8% | +$53.4K | 0.49% | 46 |
|
|
2022
Q1 | $801K | Buy |
3,368
+22
| +0.7% | +$5.23K | 0.48% | 45 |
|
|
2021
Q4 | $853K | Sell |
3,346
-233
| -7% | -$59.4K | 0.5% | 48 |
|
|
2021
Q3 | $847K | Buy |
3,579
+1
| +0% | +$237 | 0.55% | 44 |
|
|
2021
Q2 | $849K | Buy |
3,578
+2
| +0.1% | +$475 | 0.54% | 46 |
|
|
2021
Q1 | $792K | Buy |
3,576
+1
| +0% | +$221 | 0.54% | 45 |
|
|
2020
Q4 | $739K | Buy |
+3,575
| New | +$739K | 0.54% | 44 |
|