DWM
Diversify Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.75M | Buy |
34,120
+224
| +0.7% | +$64K | 0.6% | 30 |
|
|
2025
Q1 | $8.68M | Buy |
33,896
+666
| +2% | +$171K | 0.65% | 26 |
|
|
2024
Q4 | $8.73M | Buy |
33,230
+2,510
| +8% | +$660K | 0.68% | 30 |
|
|
2024
Q3 | $8.17M | Buy |
30,720
+1,774
| +6% | +$472K | 0.79% | 25 |
|
|
2024
Q2 | $6.88M | Buy |
+28,946
| New | +$6.88M | 0.86% | 21 |
|