DWMG
DB Wealth Management Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $349K | Buy |
1,590
+79
| +5% | +$17.3K | 0.2% | 71 |
|
|
2023
Q3 | $294K | Buy |
1,511
+9
| +0.6% | +$1.75K | 0.19% | 73 |
|
|
2023
Q2 | $309K | Hold |
1,502
| – | – | 0.19% | 71 |
|
|
2023
Q1 | $293K | Sell |
1,502
-289
| -16% | -$56.3K | 0.18% | 71 |
|
|
2022
Q4 | $322K | Sell |
1,791
-1,055
| -37% | -$190K | 0.21% | 65 |
|
|
2022
Q3 | $485K | Sell |
2,846
-346
| -11% | -$59K | 0.35% | 52 |
|
|
2022
Q2 | $560K | Sell |
3,192
-2,889
| -48% | -$507K | 0.38% | 51 |
|
|
2022
Q1 | $1.36M | Sell |
6,081
-1,619
| -21% | -$361K | 0.82% | 35 |
|
|
2021
Q4 | $1.96M | Buy |
7,700
+56
| +0.7% | +$14.3K | 1.16% | 26 |
|
|
2021
Q3 | $1.81M | Sell |
7,644
-212
| -3% | -$50.1K | 1.16% | 26 |
|
|
2021
Q2 | $1.86M | Sell |
7,856
-1,371
| -15% | -$324K | 1.19% | 24 |
|
|
2021
Q1 | $1.98M | Sell |
9,227
-5
| -0.1% | -$1.07K | 1.36% | 19 |
|
|
2020
Q4 | $1.96M | Buy |
+9,232
| New | +$1.96M | 1.44% | 18 |
|