SWM
Selective Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-282
| Closed | -$42K | – | 424 |
|
|
2022
Q3 | $42K | Sell |
282
-162
| -36% | -$24.1K | 0.02% | 311 |
|
|
2022
Q2 | $68K | Sell |
444
-276
| -38% | -$42.3K | 0.02% | 271 |
|
|
2022
Q1 | $131K | Hold |
720
| – | – | 0.05% | 180 |
|
|
2021
Q4 | $138K | Buy |
720
+97
| +16% | +$18.6K | 0.06% | 162 |
|
|
2021
Q3 | $111K | Buy |
623
+185
| +42% | +$33K | 0.06% | 169 |
|
|
2021
Q2 | $80K | Buy |
+438
| New | +$80K | 0.06% | 135 |
|