GWAM
Guardian Wealth Advisors (Minnesota)’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
2,194
-88
| -4% | -$24.6K | 0.36% | 30 |
|
|
2025
Q1 | $590K | Sell |
2,282
-476
| -17% | -$123K | 0.38% | 34 |
|
|
2024
Q4 | $728K | Sell |
2,758
-606
| -18% | -$160K | 0.47% | 28 |
|
|
2024
Q3 | $888K | Sell |
3,364
-103
| -3% | -$27.2K | 0.55% | 22 |
|
|
2024
Q2 | $839K | Hold |
3,467
| – | – | 0.55% | 23 |
|
|
2024
Q1 | $866K | Sell |
3,467
-870
| -20% | -$217K | 0.56% | 22 |
|
|
2023
Q4 | $1.01M | Buy |
4,337
+152
| +4% | +$35.4K | 0.7% | 17 |
|
|
2023
Q3 | $872K | Sell |
4,185
-725
| -15% | -$151K | 0.67% | 19 |
|
|
2023
Q2 | $1.08M | Buy |
4,910
+467
| +11% | +$103K | 0.79% | 15 |
|
|
2023
Q1 | $937K | Sell |
4,443
-60
| -1% | -$12.7K | 0.73% | 16 |
|
|
2022
Q4 | $918K | Buy |
4,503
+72
| +2% | +$14.7K | 0.81% | 17 |
|
|
2022
Q3 | $833K | Sell |
4,431
-467
| -10% | -$87.8K | 0.81% | 20 |
|
|
2022
Q2 | $965K | Buy |
4,898
+62
| +1% | +$12.2K | 0.89% | 20 |
|
|
2022
Q1 | $1.15M | Buy |
4,836
+162
| +3% | +$38.5K | 0.95% | 18 |
|
|
2021
Q4 | $1.19M | Buy |
4,674
+114
| +3% | +$29K | 0.95% | 18 |
|
|
2021
Q3 | $1.08M | Buy |
4,560
+93
| +2% | +$22K | 0.96% | 18 |
|
|
2021
Q2 | $1.06M | Sell |
4,467
-51
| -1% | -$12.1K | 0.92% | 19 |
|
|
2021
Q1 | $1M | Buy |
4,518
+45
| +1% | +$9.96K | 0.93% | 18 |
|
|
2020
Q4 | $925K | Buy |
+4,473
| New | +$925K | 0.92% | 19 |
|