PPWM
PFG Private 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 | – | Sell |
-42
| Closed | -$10.9K | – | 246 |
|
|
2025
Q1 | $10.9K | Hold |
42
| – | – | 0.01% | 146 |
|
|
2024
Q4 | $11.1K | Sell |
42
-13
| -24% | -$3.43K | 0.01% | 132 |
|
|
2024
Q3 | $14.5K | Hold |
55
| – | – | 0.01% | 130 |
|
|
2024
Q2 | $13.3K | Hold |
55
| – | – | 0.01% | 129 |
|
|
2024
Q1 | $13.7K | Hold |
55
| – | – | 0.01% | 121 |
|
|
2023
Q4 | $12.8K | Hold |
55
| – | – | 0.01% | 117 |
|
|
2023
Q3 | $11.5K | Hold |
55
| – | – | 0.01% | 183 |
|
|
2023
Q2 | $12.1K | Hold |
55
| – | – | 0.01% | 202 |
|
|
2023
Q1 | $11.6K | Sell |
55
-9
| -14% | -$1.9K | 0.01% | 194 |
|
|
2022
Q4 | $13K | Hold |
64
| – | – | 0.01% | 177 |
|
|
2022
Q3 | $12K | Sell |
64
-666
| -91% | -$125K | 0.01% | 180 |
|
|
2022
Q2 | $144K | Buy |
730
+497
| +213% | +$98K | 0.08% | 74 |
|
|
2022
Q1 | $55K | Sell |
233
-84
| -26% | -$19.8K | 0.03% | 152 |
|
|
2021
Q4 | $81K | Sell |
317
-15,073
| -98% | -$3.85M | 0.04% | 141 |
|
|
2021
Q3 | $3.64M | Buy |
15,390
+782
| +5% | +$185K | 2.13% | 18 |
|
|
2021
Q2 | $3.47M | Buy |
14,608
+82
| +0.6% | +$19.5K | 2.25% | 18 |
|
|
2021
Q1 | $3.22M | Buy |
14,526
+577
| +4% | +$128K | 2.21% | 18 |
|
|
2020
Q4 | $2.88M | Buy |
13,949
+756
| +6% | +$156K | 2.21% | 18 |
|
|
2020
Q3 | $2.33M | Buy |
13,193
+36
| +0.3% | +$6.34K | 2.03% | 19 |
|
|
2020
Q2 | $2.16M | Buy |
+13,157
| New | +$2.16M | 2.03% | 19 |
|