GWM
Gupta Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $12M | Buy |
137,843
+32,116
| +30% | +$2.8M | 2.81% | 7 |
|
|
2015
Q4 | $9.09M | Buy |
105,727
+4,433
| +4% | +$381K | 2.31% | 8 |
|
|
2015
Q3 | $8.43M | Buy |
101,294
+31,000
| +44% | +$2.58M | 2.06% | 9 |
|
|
2015
Q2 | $6.37M | Buy |
70,294
+32,301
| +85% | +$2.93M | 1.56% | 13 |
|
|
2015
Q1 | $3.49M | Buy |
+37,993
| New | +$3.49M | 1.03% | 20 |
|