KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1K | – | 121 |
|
|
2022
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 122 |
|
|
2021
Q3 | – | Sell |
-1,980
| Closed | -$278K | – | 126 |
|
|
2021
Q2 | $278K | Buy |
1,980
+54
| +3% | +$7.58K | 0.11% | 111 |
|
|
2021
Q1 | $260K | Buy |
+1,926
| New | +$260K | 0.14% | 107 |
|