MWC
MBM Wealth Consultants’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
2,930
-68
| -2% | -$19K | 0.22% | 58 |
|
|
2025
Q1 | $775K | Hold |
2,998
| – | – | 0.23% | 54 |
|
|
2024
Q4 | $791K | Sell |
2,998
-170
| -5% | -$44.8K | 0.24% | 54 |
|
|
2024
Q3 | $836K | Sell |
3,168
-156
| -5% | -$41.2K | 0.26% | 53 |
|
|
2024
Q2 | $803K | Sell |
3,324
-184
| -5% | -$44.4K | 0.27% | 53 |
|
|
2024
Q1 | $877K | Sell |
3,508
-70
| -2% | -$17.5K | 0.31% | 50 |
|
|
2023
Q4 | $832K | Sell |
3,578
-4,749
| -57% | -$1.1M | 0.31% | 51 |
|
|
2023
Q3 | $1.72M | Sell |
8,327
-418
| -5% | -$86.4K | 0.75% | 20 |
|
|
2023
Q2 | $1.97M | Sell |
8,745
-693
| -7% | -$156K | 0.84% | 17 |
|
|
2023
Q1 | $1.9M | Hold |
9,438
| – | – | 0.77% | 19 |
|
|
2022
Q4 | $1.92M | Sell |
9,438
-238
| -2% | -$48.3K | 0.89% | 18 |
|
|
2022
Q3 | $1.87M | Sell |
9,676
-392
| -4% | -$75.9K | 0.9% | 16 |
|
|
2022
Q2 | $1.98M | Sell |
10,068
-1,811
| -15% | -$357K | 0.97% | 17 |
|
|
2022
Q1 | $2.83M | Sell |
11,879
-26,281
| -69% | -$6.25M | 1.17% | 22 |
|
|
2021
Q4 | $9.72M | Buy |
38,160
+2,385
| +7% | +$608K | 4.03% | 7 |
|
|
2021
Q3 | $8.47M | Buy |
35,775
+784
| +2% | +$186K | 3.87% | 7 |
|
|
2021
Q2 | $8.31M | Buy |
34,991
+1,025
| +3% | +$243K | 3.9% | 7 |
|
|
2021
Q1 | $7.52M | Sell |
33,966
-348
| -1% | -$77K | 3.82% | 8 |
|
|
2020
Q4 | $7.1M | Buy |
34,314
+543
| +2% | +$112K | 3.86% | 9 |
|
|
2020
Q3 | $5.95M | Buy |
33,771
+1,223
| +4% | +$216K | 3.8% | 7 |
|
|
2020
Q2 | $5.34M | Buy |
32,548
+1,574
| +5% | +$258K | 3.76% | 7 |
|
|
2020
Q1 | $4.08M | Buy |
30,974
+2,540
| +9% | +$334K | 3.38% | 7 |
|
|
2019
Q4 | $5.07M | Buy |
28,434
+3,984
| +16% | +$710K | 3.76% | 7 |
|
|
2019
Q3 | $4.1M | Buy |
24,450
+1,236
| +5% | +$207K | 3.22% | 7 |
|
|
2019
Q2 | $3.9M | Buy |
23,214
+575
| +3% | +$96.5K | 3.24% | 7 |
|
|
2019
Q1 | $3.64M | Buy |
22,639
+909
| +4% | +$146K | 3.19% | 7 |
|
|
2018
Q4 | $3M | Buy |
+21,730
| New | +$3M | 2.93% | 7 |
|