SWM
VO icon

Schwallier Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Schwallier Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,660
Closed -$386K – 37
2023
Q4 		$386K Buy
+1,660
New +$386K 0.32% 26