HSWM
Hubbell Strickland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,356
| Closed | -$204K | – | 67 |
|
|
2021
Q4 | $204K | Buy |
+1,356
| New | +$204K | 0.11% | 68 |
|
|
2021
Q3 | – | Sell |
-2,342
| Closed | -$329K | – | 68 |
|
|
2021
Q2 | $329K | Sell |
2,342
-169
| -7% | -$23.7K | 0.2% | 54 |
|
|
2021
Q1 | $339K | Buy |
2,511
+10
| +0.4% | +$1.35K | 0.22% | 52 |
|
|
2020
Q4 | $297K | Sell |
2,501
-484
| -16% | -$57.5K | 0.2% | 53 |
|
|
2020
Q3 | $303K | Buy |
2,985
+19
| +0.6% | +$1.93K | 0.24% | 50 |
|
|
2020
Q2 | $284K | Buy |
2,966
+20
| +0.7% | +$1.92K | 0.24% | 51 |
|
|
2020
Q1 | $239K | Buy |
2,946
+27
| +0.9% | +$2.19K | 0.24% | 48 |
|
|
2019
Q4 | $348K | Buy |
2,919
+125
| +4% | +$14.9K | 0.28% | 46 |
|
|
2019
Q3 | $316K | Buy |
+2,794
| New | +$316K | 0.27% | 47 |
|