LWM
Ledge Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.36M | Buy |
19,856
+130
| +0.7% | +$28.5K | 1.69% | 15 |
|
|
2023
Q3 | $3.84M | Buy |
19,726
+925
| +5% | +$180K | 1.72% | 14 |
|
|
2023
Q2 | $3.87M | Sell |
18,801
-259
| -1% | -$53.3K | 1.85% | 14 |
|
|
2023
Q1 | $3.71M | Buy |
19,060
+495
| +3% | +$96.5K | 1.76% | 16 |
|
|
2022
Q4 | $3.34M | Buy |
18,565
+1,498
| +9% | +$269K | 1.52% | 15 |
|
|
2022
Q3 | $2.91M | Sell |
17,067
-671
| -4% | -$114K | 1.78% | 14 |
|
|
2022
Q2 | $3.11M | Sell |
17,738
-6,730
| -28% | -$1.18M | 1.91% | 12 |
|
|
2022
Q1 | $5.45M | Buy |
+24,468
| New | +$5.45M | 3.39% | 8 |
|