DWM
Drive 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 | $11.9M | Buy |
42,406
+1,248
| +3% | +$351K | 2.61% | 8 |
|
|
2025
Q1 | $10.6M | Buy |
41,158
+1,134
| +3% | +$293K | 2.5% | 7 |
|
|
2024
Q4 | $10.6M | Buy |
40,024
+3,467
| +9% | +$916K | 2.59% | 8 |
|
|
2024
Q3 | $9.64M | Buy |
36,557
+1,172
| +3% | +$309K | 2.51% | 7 |
|
|
2024
Q2 | $8.6M | Buy |
35,385
+2,736
| +8% | +$665K | 2.32% | 8 |
|
|
2024
Q1 | $8.16M | Buy |
32,649
+5,724
| +21% | +$1.43M | 2.29% | 8 |
|
|
2023
Q4 | $6.26M | Buy |
26,925
+7,314
| +37% | +$1.7M | 2.02% | 11 |
|
|
2023
Q3 | $4.08M | Buy |
19,611
+5,363
| +38% | +$1.12M | 1.49% | 14 |
|
|
2023
Q2 | $3.14M | Buy |
14,248
+10,180
| +250% | +$2.24M | 1.16% | 16 |
|
|
2023
Q1 | $858K | Buy |
+4,068
| New | +$858K | 0.36% | 65 |
|