SWM
Selective Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-200
| Closed | -$24K | – | 430 |
|
|
2020
Q4 | $24K | Hold |
200
| – | – | 0.02% | 168 |
|
|
2020
Q3 | $20K | Hold |
200
| – | – | 0.02% | 158 |
|
|
2020
Q2 | $19K | Buy |
+200
| New | +$19K | 0.02% | 184 |
|
|
2020
Q1 | – | Sell |
-576
| Closed | -$69K | – | 348 |
|
|
2019
Q4 | $69K | Buy |
+576
| New | +$69K | 0.08% | 60 |
|
|
2019
Q3 | – | Sell |
-1,929
| Closed | -$215K | – | 343 |
|
|
2019
Q2 | $215K | Buy |
+1,929
| New | +$215K | 0.35% | 34 |
|