SSWM
Sheets Smith 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 | $2.43M | Buy |
8,666
+314
| +4% | +$87.9K | 0.28% | 80 |
|
|
2025
Q1 | $2.16M | Sell |
8,352
-2,815
| -25% | -$728K | 0.27% | 86 |
|
|
2024
Q4 | $2.95M | Sell |
11,167
-115
| -1% | -$30.4K | 0.36% | 68 |
|
|
2024
Q3 | $2.98M | Sell |
11,282
-2,135
| -16% | -$563K | 0.36% | 68 |
|
|
2024
Q2 | $3.25M | Sell |
13,417
-2,816
| -17% | -$682K | 0.39% | 65 |
|
|
2024
Q1 | $4.06M | Buy |
16,233
+1,398
| +9% | +$349K | 0.45% | 56 |
|
|
2023
Q4 | $3.45M | Sell |
14,835
-353
| -2% | -$82.1K | 0.49% | 53 |
|
|
2023
Q3 | $3.16M | Buy |
15,188
+175
| +1% | +$36.4K | 0.48% | 56 |
|
|
2023
Q2 | $3.31M | Buy |
15,013
+5,147
| +52% | +$1.13M | 0.48% | 54 |
|
|
2023
Q1 | $2.08M | Buy |
9,866
+32
| +0.3% | +$6.75K | 0.32% | 77 |
|
|
2022
Q4 | $2M | Buy |
9,834
+1,180
| +14% | +$240K | 0.31% | 80 |
|
|
2022
Q3 | $1.63M | Buy |
8,654
+273
| +3% | +$51.3K | 0.27% | 88 |
|
|
2022
Q2 | $1.65M | Buy |
8,381
+2,033
| +32% | +$400K | 0.27% | 87 |
|
|
2022
Q1 | $1.51M | Buy |
6,348
+154
| +2% | +$36.6K | 0.21% | 105 |
|
|
2021
Q4 | $1.58M | Buy |
6,194
+73
| +1% | +$18.6K | 0.2% | 114 |
|
|
2021
Q3 | $1.45M | Buy |
6,121
+11
| +0.2% | +$2.6K | 0.2% | 120 |
|
|
2021
Q2 | $1.45M | Sell |
6,110
-115
| -2% | -$27.3K | 0.2% | 116 |
|
|
2021
Q1 | $1.38M | Buy |
6,225
+15
| +0.2% | +$3.32K | 0.2% | 117 |
|
|
2020
Q4 | $1.28M | Sell |
6,210
-224
| -3% | -$46.3K | 0.19% | 116 |
|
|
2020
Q3 | $1.13M | Buy |
6,434
+10
| +0.2% | +$1.76K | 0.2% | 108 |
|
|
2020
Q2 | $1.05M | Buy |
6,424
+3,266
| +103% | +$535K | 0.21% | 103 |
|
|
2020
Q1 | $416K | Buy |
+3,158
| New | +$416K | 0.09% | 175 |
|