KJWM
Kiley Juergens Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,705
| Closed | -$279K | – | 637 |
|
|
2018
Q3 | $279K | Buy |
1,705
+608
| +55% | +$99.5K | 0.21% | 77 |
|
|
2018
Q2 | $172K | Buy |
+1,097
| New | +$172K | 0.15% | 95 |
|
|
2018
Q1 | – | Sell |
-1,083
| Closed | -$167K | – | 592 |
|
|
2017
Q4 | $167K | Buy |
+1,083
| New | +$167K | 0.15% | 88 |
|