SWM
Selective 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 | $598K | Sell |
2,111
-427
| -17% | -$121K | 0.22% | 51 |
|
|
2025
Q1 | $618K | Sell |
2,538
-250
| -9% | -$60.9K | 0.27% | 47 |
|
|
2024
Q4 | $744K | Sell |
2,788
-82
| -3% | -$21.9K | 0.3% | 45 |
|
|
2024
Q3 | $754K | Sell |
2,870
-1,099
| -28% | -$289K | 0.31% | 45 |
|
|
2024
Q2 | $959K | Sell |
3,969
-49
| -1% | -$11.8K | 0.42% | 35 |
|
|
2024
Q1 | $979K | Sell |
4,018
-100
| -2% | -$24.4K | 0.43% | 35 |
|
|
2023
Q4 | $938K | Sell |
4,118
-282
| -6% | -$64.2K | 0.47% | 32 |
|
|
2023
Q3 | $900K | Sell |
4,400
-230
| -5% | -$47K | 0.49% | 31 |
|
|
2023
Q2 | $1.02M | Buy |
+4,630
| New | +$1.02M | 0.51% | 30 |
|
|
2022
Q4 | $807K | Sell |
3,788
-88
| -2% | -$18.8K | 0.43% | 37 |
|
|
2022
Q3 | $729K | Sell |
3,876
-211
| -5% | -$39.7K | 0.31% | 44 |
|
|
2022
Q2 | $805K | Buy |
4,087
+3,969
| +3,364% | +$782K | 0.29% | 51 |
|
|
2022
Q1 | $28K | Buy |
118
+62
| +111% | +$14.7K | 0.01% | 404 |
|
|
2021
Q4 | $14K | Hold |
56
| – | – | 0.01% | 458 |
|
|
2021
Q3 | $13K | Hold |
56
| – | – | 0.01% | 406 |
|
|
2021
Q2 | $13K | Hold |
56
| – | – | 0.01% | 315 |
|
|
2021
Q1 | $12K | Hold |
56
| – | – | 0.01% | 239 |
|
|
2020
Q4 | $12K | Buy |
+56
| New | +$12K | 0.01% | 229 |
|