MWPCG
Measured Wealth Private Client Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
4,249
-151
| -3% | -$42.3K | 0.36% | 37 |
|
|
2025
Q1 | $1.14M | Hold |
4,400
| – | – | 0.37% | 38 |
|
|
2024
Q4 | $1.16M | Sell |
4,400
-1
| -0% | -$264 | 0.38% | 36 |
|
|
2024
Q3 | $1.16M | Buy |
4,401
+1
| +0% | +$264 | 0.39% | 34 |
|
|
2024
Q2 | $1.07M | Sell |
4,400
-10
| -0.2% | -$2.42K | 0.37% | 34 |
|
|
2024
Q1 | $1.1M | Sell |
4,410
-236
| -5% | -$59K | 0.38% | 31 |
|
|
2023
Q4 | $1.08M | Hold |
4,646
| – | – | 0.4% | 33 |
|
|
2023
Q3 | $968K | Sell |
4,646
-329
| -7% | -$68.5K | 0.39% | 36 |
|
|
2023
Q2 | $1.1M | Sell |
4,975
-495
| -9% | -$109K | 0.42% | 32 |
|
|
2023
Q1 | $1.15M | Hold |
5,470
| – | – | 0.44% | 33 |
|
|
2022
Q4 | $1.11M | Buy |
5,470
+67
| +1% | +$13.7K | 0.46% | 31 |
|
|
2022
Q3 | $1.02M | Sell |
5,403
-277
| -5% | -$52.1K | 0.45% | 32 |
|
|
2022
Q2 | $1.12M | Sell |
5,680
-349
| -6% | -$68.8K | 0.49% | 28 |
|
|
2022
Q1 | $1.43M | Buy |
6,029
+198
| +3% | +$47.1K | 0.53% | 25 |
|
|
2021
Q4 | $1.49M | Sell |
5,831
-23
| -0.4% | -$5.86K | 0.53% | 29 |
|
|
2021
Q3 | $1.39M | Sell |
5,854
-8
| -0.1% | -$1.89K | 0.53% | 30 |
|
|
2021
Q2 | $1.39M | Hold |
5,862
| – | – | 0.44% | 42 |
|
|
2021
Q1 | $1.3M | Sell |
5,862
-428
| -7% | -$94.8K | 0.46% | 40 |
|
|
2020
Q4 | $1.3M | Sell |
6,290
-218
| -3% | -$45.1K | 0.54% | 35 |
|
|
2020
Q3 | $1.15M | Sell |
6,508
-106
| -2% | -$18.7K | 0.56% | 30 |
|
|
2020
Q2 | $1.08M | Sell |
6,614
-140
| -2% | -$22.9K | 0.63% | 24 |
|
|
2020
Q1 | $889K | Sell |
6,754
-47
| -0.7% | -$6.19K | 0.69% | 22 |
|
|
2019
Q4 | $1.21M | Sell |
6,801
-624
| -8% | -$111K | 0.81% | 18 |
|
|
2019
Q3 | $1.24M | Sell |
7,425
-12,038
| -62% | -$2.02M | 0.8% | 26 |
|
|
2019
Q2 | $3.25M | Sell |
19,463
-112
| -0.6% | -$18.7K | 1.88% | 10 |
|
|
2019
Q1 | $3.15M | Buy |
19,575
+1,036
| +6% | +$167K | 1.94% | 10 |
|
|
2018
Q4 | $2.56M | Buy |
18,539
+1,202
| +7% | +$166K | 2.32% | 10 |
|
|
2018
Q3 | $2.84M | Buy |
17,337
+838
| +5% | +$137K | 1.71% | 10 |
|
|
2018
Q2 | $2.6M | Buy |
+16,499
| New | +$2.6M | 2.12% | 10 |
|
|
2017
Q3 | $2.17M | Buy |
+14,734
| New | +$2.17M | 2.96% | 11 |
|