MWC
MBM Wealth Consultants’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-400
| Closed | -$78K | – | 271 |
|
2023
Q1 | $78K | Hold |
400
| – | – | 0.03% | 139 |
|
2022
Q4 | $71K | Hold |
400
| – | – | 0.03% | 146 |
|
2022
Q3 | $70K | Hold |
400
| – | – | 0.03% | 138 |
|
2022
Q2 | $70K | Hold |
400
| – | – | 0.03% | 134 |
|
2022
Q1 | $89K | Hold |
400
| – | – | 0.04% | 136 |
|
2021
Q4 | $102K | Hold |
400
| – | – | 0.04% | 123 |
|
2021
Q3 | $95K | Hold |
400
| – | – | 0.04% | 131 |
|
2021
Q2 | $95K | Hold |
400
| – | – | 0.04% | 124 |
|
2021
Q1 | $86K | Hold |
400
| – | – | 0.04% | 119 |
|
2020
Q4 | $85K | Hold |
400
| – | – | 0.05% | 111 |
|
2020
Q3 | $72K | Hold |
400
| – | – | 0.05% | 115 |
|
2020
Q2 | $66K | Hold |
400
| – | – | 0.05% | 105 |
|
2020
Q1 | $51K | Hold |
400
| – | – | 0.04% | 107 |
|
2019
Q4 | $64K | Hold |
400
| – | – | 0.05% | 110 |
|
2019
Q3 | $59K | Hold |
400
| – | – | 0.05% | 114 |
|
2019
Q2 | $60K | Hold |
400
| – | – | 0.05% | 115 |
|
2019
Q1 | $57K | Hold |
400
| – | – | 0.05% | 118 |
|
2018
Q4 | $48K | Buy |
+400
| New | +$48K | 0.05% | 132 |
|