GWMR
GC Wealth Management RIA’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
23,968
-2,611
| -10% | -$429K | 0.32% | 63 |
|
|
2025
Q1 | $4.27M | Sell |
26,579
-260
| -1% | -$41.7K | 0.78% | 27 |
|
|
2024
Q4 | $4.34M | Sell |
26,839
-1,037
| -4% | -$168K | 0.76% | 27 |
|
|
2024
Q3 | $4.67M | Sell |
27,876
-108
| -0.4% | -$18.1K | 0.82% | 25 |
|
|
2024
Q2 | $4.21M | Sell |
27,984
-60
| -0.2% | -$9.03K | 0.83% | 24 |
|
|
2024
Q1 | $4.37M | Buy |
28,044
+159
| +0.6% | +$24.8K | 0.88% | 23 |
|
|
2023
Q4 | $4.04M | Buy |
+27,885
| New | +$4.04M | 1.82% | 11 |
|