GWMR
GC Wealth Management RIA’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
8,964
-166
| -2% | -$47.2K | 0.21% | 108 |
|
|
2025
Q1 | $2.23M | Buy |
9,130
+479
| +6% | +$117K | 0.41% | 64 |
|
|
2024
Q4 | $2.2M | Buy |
8,651
+60
| +0.7% | +$15.2K | 0.39% | 61 |
|
|
2024
Q3 | $2.09M | Buy |
8,591
+758
| +10% | +$185K | 0.37% | 62 |
|
|
2024
Q2 | $1.8M | Buy |
7,833
+16
| +0.2% | +$3.67K | 0.36% | 59 |
|
|
2024
Q1 | $1.84M | Buy |
+7,817
| New | +$1.84M | 0.37% | 59 |
|