RDWM
Red Door 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 | $635K | Buy |
2,269
+50
| +2% | +$14K | 0.08% | 137 |
|
|
2025
Q1 | $574K | Buy |
2,219
+185
| +9% | +$47.9K | 0.08% | 125 |
|
|
2024
Q4 | $537K | Buy |
2,034
+83
| +4% | +$21.9K | 0.08% | 130 |
|
|
2024
Q3 | $515K | Buy |
1,951
+162
| +9% | +$42.8K | 0.09% | 123 |
|
|
2024
Q2 | $433K | Hold |
1,789
| – | – | 0.08% | 130 |
|
|
2024
Q1 | $447K | Buy |
1,789
+132
| +8% | +$33K | 0.09% | 122 |
|
|
2023
Q4 | $386K | Buy |
1,657
+191
| +13% | +$44.4K | 0.08% | 131 |
|
|
2023
Q3 | $305K | Buy |
+1,466
| New | +$305K | 0.08% | 142 |
|
|
2021
Q3 | – | Sell |
-673
| Closed | -$159K | – | 604 |
|
|
2021
Q2 | $159K | Buy |
+673
| New | +$159K | 0.06% | 165 |
|
|
2020
Q3 | – | Sell |
-653
| Closed | -$107K | – | 424 |
|
|
2020
Q2 | $107K | Sell |
653
-33
| -5% | -$5.41K | 0.08% | 132 |
|
|
2020
Q1 | $90K | Buy |
+686
| New | +$90K | 0.09% | 128 |
|