GWM
GDS 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 | $488K | Sell |
1,745
-452
| -21% | -$126K | 0.04% | 119 |
|
|
2025
Q1 | $568K | Sell |
2,197
-752
| -26% | -$194K | 0.05% | 105 |
|
|
2024
Q4 | $779K | Sell |
2,949
-249
| -8% | -$65.8K | 0.07% | 95 |
|
|
2024
Q3 | $844K | Sell |
3,198
-59,058
| -95% | -$15.6M | 0.08% | 76 |
|
|
2024
Q2 | $15.1M | Buy |
62,256
+404
| +0.7% | +$97.8K | 1.65% | 21 |
|
|
2024
Q1 | $15.5M | Buy |
61,852
+1,487
| +2% | +$372K | 1.81% | 15 |
|
|
2023
Q4 | $14M | Buy |
60,365
+1,215
| +2% | +$283K | 1.89% | 13 |
|
|
2023
Q3 | $12.3M | Buy |
59,150
+3,268
| +6% | +$681K | 1.94% | 15 |
|
|
2023
Q2 | $12.3M | Buy |
55,882
+2,459
| +5% | +$541K | 2% | 13 |
|
|
2023
Q1 | $11.3M | Buy |
53,423
+2,567
| +5% | +$541K | 1.99% | 12 |
|
|
2022
Q4 | $10.4M | Buy |
50,856
+4,123
| +9% | +$840K | 1.98% | 12 |
|
|
2022
Q3 | $8.79M | Buy |
46,733
+3,770
| +9% | +$709K | 1.96% | 18 |
|
|
2022
Q2 | $8.46M | Buy |
42,963
+4,640
| +12% | +$914K | 1.9% | 16 |
|
|
2022
Q1 | $8.89M | Buy |
38,323
+1,772
| +5% | +$411K | 1.96% | 14 |
|
|
2021
Q4 | $9.31M | Buy |
+36,551
| New | +$9.31M | 2.08% | 12 |
|