MWM
Marietta 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 | $22.3M | Buy |
79,747
+1,641
| +2% | +$459K | 2.91% | 5 |
|
|
2025
Q1 | $20.2M | Buy |
78,106
+2,028
| +3% | +$524K | 2.97% | 3 |
|
|
2024
Q4 | $20.1M | Buy |
76,078
+641
| +0.8% | +$169K | 2.88% | 4 |
|
|
2024
Q3 | $19.9M | Buy |
75,437
+2,947
| +4% | +$778K | 2.89% | 4 |
|
|
2024
Q2 | $17.5M | Buy |
72,490
+2,737
| +4% | +$663K | 2.74% | 6 |
|
|
2024
Q1 | $17.4M | Buy |
69,753
+436
| +0.6% | +$109K | 2.88% | 6 |
|
|
2023
Q4 | $16.1M | Buy |
69,317
+343
| +0.5% | +$79.8K | 2.87% | 4 |
|
|
2023
Q3 | $14.4M | Buy |
68,974
+3,886
| +6% | +$809K | 2.85% | 4 |
|
|
2023
Q2 | $14.3M | Buy |
65,088
+3,542
| +6% | +$780K | 2.7% | 4 |
|
|
2023
Q1 | $13M | Buy |
61,546
+11,263
| +22% | +$2.38M | 2.76% | 4 |
|
|
2022
Q4 | $10.2M | Buy |
50,283
+2,347
| +5% | +$478K | 2.32% | 4 |
|
|
2022
Q3 | $9.01M | Buy |
47,936
+13,324
| +38% | +$2.5M | 2.25% | 5 |
|
|
2022
Q2 | $6.82M | Buy |
34,612
+591
| +2% | +$116K | 1.65% | 15 |
|
|
2022
Q1 | $8.09M | Buy |
34,021
+1,399
| +4% | +$333K | 1.69% | 14 |
|
|
2021
Q4 | $8.31M | Buy |
32,622
+1,493
| +5% | +$380K | 1.67% | 15 |
|
|
2021
Q3 | $7.37M | Buy |
31,129
+2,139
| +7% | +$506K | 1.61% | 15 |
|
|
2021
Q2 | $6.88M | Buy |
28,990
+1,335
| +5% | +$317K | 1.55% | 18 |
|
|
2021
Q1 | $6.12M | Buy |
27,655
+1,648
| +6% | +$365K | 1.52% | 19 |
|
|
2020
Q4 | $5.38M | Buy |
26,007
+1,370
| +6% | +$283K | 1.48% | 21 |
|
|
2020
Q3 | $4.34M | Sell |
24,637
-2,698
| -10% | -$476K | 1.35% | 23 |
|
|
2020
Q2 | $4.48M | Buy |
27,335
+277
| +1% | +$45.4K | 1.53% | 19 |
|
|
2020
Q1 | $3.56M | Buy |
+27,058
| New | +$3.56M | 1.39% | 24 |
|