GWP
Gateway Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,339
| Closed | -$2.57M | – | 285 |
|
|
2023
Q3 | $2.57M | Buy |
12,339
+1,124
| +10% | +$234K | 0.46% | 46 |
|
|
2023
Q2 | $2.47M | Buy |
11,215
+1,511
| +16% | +$333K | 0.44% | 51 |
|
|
2023
Q1 | $2.05M | Buy |
9,704
+1,183
| +14% | +$250K | 0.31% | 54 |
|
|
2022
Q4 | $1.74M | Buy |
+8,521
| New | +$1.74M | 0.3% | 50 |
|