HWM
Horizons 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 | $10.5M | Buy |
37,439
+680
| +2% | +$190K | 7.47% | 3 |
|
|
2025
Q1 | $9.51M | Buy |
36,759
+967
| +3% | +$250K | 7.08% | 4 |
|
|
2024
Q4 | $9.45M | Buy |
35,792
+361
| +1% | +$95.4K | 7.21% | 4 |
|
|
2024
Q3 | $9.35M | Sell |
35,431
-779
| -2% | -$206K | 7.18% | 4 |
|
|
2024
Q2 | $8.98M | Sell |
36,210
-13,230
| -27% | -$3.28M | 7.11% | 4 |
|
|
2024
Q1 | $11.5M | Hold |
49,440
| – | – | 7.54% | 4 |
|
|
2023
Q4 | $11.5M | Buy |
49,440
+729
| +1% | +$170K | 7.54% | 4 |
|
|
2023
Q3 | $10.1M | Buy |
48,711
+105
| +0.2% | +$21.9K | 7.4% | 4 |
|
|
2023
Q2 | $10.7M | Sell |
48,606
-464
| -0.9% | -$102K | 7.57% | 4 |
|
|
2023
Q1 | $10.3M | Buy |
49,070
+1,003
| +2% | +$212K | 7.59% | 4 |
|
|
2022
Q4 | $9.81M | Buy |
48,067
+2,244
| +5% | +$458K | 7.84% | 4 |
|
|
2022
Q3 | $8.61M | Sell |
45,823
-114
| -0.2% | -$21.4K | 7.94% | 4 |
|
|
2022
Q2 | $10.3M | Buy |
+45,937
| New | +$10.3M | 8.46% | 4 |
|