DWM
Defined Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,105
| Closed | -$536K | – | 102 |
|
|
2021
Q4 | $536K | Buy |
2,105
+182
| +9% | +$46.3K | 0.44% | 53 |
|
|
2021
Q3 | $454K | Buy |
1,923
+21
| +1% | +$4.96K | 0.4% | 54 |
|
|
2021
Q2 | $450K | Buy |
1,902
+4
| +0.2% | +$946 | 0.4% | 57 |
|
|
2021
Q1 | $407K | Sell |
1,898
-2,151
| -53% | -$461K | 0.39% | 61 |
|
|
2020
Q4 | $859K | Buy |
+4,049
| New | +$859K | 0.85% | 29 |
|