GWMR
GC Wealth Management RIA’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
15,799
+2,183
| +16% | +$611K | 0.36% | 53 |
|
|
2025
Q1 | $3.52M | Sell |
13,616
-386
| -3% | -$99.8K | 0.65% | 36 |
|
|
2024
Q4 | $3.7M | Buy |
14,002
+1,201
| +9% | +$317K | 0.65% | 32 |
|
|
2024
Q3 | $3.38M | Sell |
12,801
-1,257
| -9% | -$332K | 0.59% | 34 |
|
|
2024
Q2 | $3.4M | Buy |
14,058
+865
| +7% | +$209K | 0.67% | 29 |
|
|
2024
Q1 | $3.3M | Buy |
13,193
+11,704
| +786% | +$2.92M | 0.66% | 30 |
|
|
2023
Q4 | $346K | Buy |
+1,489
| New | +$346K | 0.16% | 145 |
|