GWA
Guidant Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $7.78M | Buy |
68,825
+7,935
| +13% | +$897K | 2.89% | 11 |
|
|
2019
Q2 | $6.78M | Buy |
60,890
+3,078
| +5% | +$343K | 2.62% | 13 |
|
|
2019
Q1 | $6.24M | Buy |
57,812
+6,240
| +12% | +$673K | 2.43% | 13 |
|
|
2018
Q4 | $4.91M | Sell |
51,572
-53,336
| -51% | -$5.08M | 2.29% | 15 |
|
|
2018
Q3 | $13.3M | Buy |
104,908
+10,757
| +11% | +$1.36M | 5.56% | 7 |
|
|
2018
Q2 | $11.5M | Buy |
94,151
+8,957
| +11% | +$1.1M | 5.01% | 7 |
|
|
2018
Q1 | $9.96M | Buy |
85,194
+2,541
| +3% | +$297K | 4.5% | 8 |
|
|
2017
Q4 | $10.2M | Buy |
82,653
+44,611
| +117% | +$5.48M | 4.55% | 7 |
|
|
2017
Q3 | $4.04M | Buy |
38,042
+2,433
| +7% | +$258K | 2.87% | 12 |
|
|
2017
Q2 | $3.67M | Buy |
35,609
+711
| +2% | +$73.3K | 1.89% | 18 |
|
|
2017
Q1 | $3.52M | Buy |
34,898
+6,725
| +24% | +$679K | 1.85% | 20 |
|
|
2016
Q4 | $2.78M | Buy |
28,173
+20,060
| +247% | +$1.98M | 1.57% | 25 |
|
|
2016
Q3 | $750K | Buy |
+8,113
| New | +$750K | 0.46% | 48 |
|