SWM
Selective Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-484
| Closed | -$103K | – | 431 |
|
|
2020
Q4 | $103K | Hold |
484
| – | – | 0.07% | 78 |
|
|
2020
Q3 | $87K | Hold |
484
| – | – | 0.07% | 81 |
|
|
2020
Q2 | $80K | Hold |
484
| – | – | 0.07% | 81 |
|
|
2020
Q1 | $61K | Hold |
484
| – | – | 0.1% | 56 |
|
|
2019
Q4 | $77K | Buy |
+484
| New | +$77K | 0.09% | 58 |
|