QWM
QP Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,257
| Closed | -$1.13M | – | 79 |
|
|
2021
Q1 | $1.13M | Buy |
5,257
+975
| +23% | +$209K | 1.23% | 30 |
|
|
2020
Q4 | $908K | Buy |
4,282
+820
| +24% | +$174K | 1% | 31 |
|
|
2020
Q3 | $624K | Buy |
3,462
+200
| +6% | +$36K | 0.8% | 32 |
|
|
2020
Q2 | $538K | Buy |
+3,262
| New | +$538K | 0.74% | 33 |
|
|
2020
Q1 | – | Sell |
-1,631
| Closed | -$267K | – | 88 |
|
|
2019
Q4 | $267K | Buy |
+1,631
| New | +$267K | 0.33% | 68 |
|