GWA
Geometric Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
2,040
-11
| -0.5% | -$3.08K | 0.09% | 39 |
|
|
2025
Q1 | $530K | Buy |
2,051
+1,031
| +101% | +$267K | 0.09% | 42 |
|
|
2024
Q4 | $269K | Buy |
1,020
+64
| +7% | +$16.9K | 0.05% | 63 |
|
|
2024
Q3 | $252K | Hold |
956
| – | – | 0.05% | 59 |
|
|
2024
Q2 | $231K | Buy |
956
+41
| +4% | +$9.93K | 0.05% | 56 |
|
|
2024
Q1 | $229K | Hold |
915
| – | – | 0.05% | 44 |
|
|
2023
Q4 | $213K | Buy |
+915
| New | +$213K | 0.06% | 42 |
|
|
2023
Q3 | – | Sell |
-915
| Closed | -$206K | – | 39 |
|
|
2023
Q2 | $206K | Buy |
+915
| New | +$206K | 0.06% | 37 |
|