SWM
Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,981
| Closed | -$590K | – | 51 |
|
|
2019
Q3 | $590K | Hold |
3,981
| – | – | 1.21% | 25 |
|
|
2019
Q2 | $606K | Sell |
3,981
-522
| -12% | -$79.5K | 0.57% | 29 |
|
|
2019
Q1 | $643K | Hold |
4,503
| – | – | 0.52% | 36 |
|
|
2018
Q4 | $539K | Buy |
4,503
+2,603
| +137% | +$312K | 0.53% | 34 |
|
|
2018
Q3 | $270K | Hold |
1,900
| – | – | 0.23% | 50 |
|
|
2018
Q2 | $255K | Hold |
1,900
| – | – | 0.27% | 49 |
|
|
2018
Q1 | $246K | Hold |
1,900
| – | – | 0.24% | 49 |
|
|
2017
Q4 | $250K | Buy |
+1,900
| New | +$250K | 0.23% | 47 |
|