SPW
Sonoma Private Wealth’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
1,045
| – | – | 0.36% | 63 |
|
|
2025
Q1 | $270K | Sell |
1,045
-1,502
| -59% | -$388K | 0.37% | 63 |
|
|
2024
Q4 | $673K | Sell |
2,547
-28
| -1% | -$7.4K | 1.09% | 34 |
|
|
2024
Q3 | $679K | Sell |
2,575
-164
| -6% | -$43.3K | 1.06% | 29 |
|
|
2024
Q2 | $663K | Buy |
2,739
+123
| +5% | +$29.8K | 1.08% | 32 |
|
|
2024
Q1 | $654K | Sell |
2,616
-24
| -0.9% | -$6K | 1.05% | 36 |
|
|
2023
Q4 | $614K | Sell |
2,640
-526
| -17% | -$122K | 1.02% | 34 |
|
|
2023
Q3 | $659K | Buy |
3,166
+533
| +20% | +$111K | 1.2% | 26 |
|
|
2023
Q2 | $580K | Buy |
2,633
+581
| +28% | +$128K | 1.01% | 35 |
|
|
2023
Q1 | $433K | Buy |
+2,052
| New | +$433K | 0.86% | 44 |
|