MAM
McCarthy Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-381
| Closed | -$91K | – | 284 |
|
2022
Q1 | $91K | Hold |
381
| – | – | 0.06% | 59 |
|
2021
Q4 | $97K | Sell |
381
-124
| -25% | -$31.6K | 0.07% | 60 |
|
2021
Q3 | $120K | Hold |
505
| – | – | 0.09% | 49 |
|
2021
Q2 | $120K | Sell |
505
-1
| -0.2% | -$238 | 0.09% | 53 |
|
2021
Q1 | $112K | Buy |
506
+1
| +0.2% | +$221 | 0.09% | 55 |
|
2020
Q4 | $104K | Buy |
+505
| New | +$104K | 0.09% | 54 |
|