SWM
Stockman 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 | $404K | Sell |
1,442
-41
| -3% | -$11.5K | 0.05% | 117 |
|
|
2025
Q1 | $384K | Buy |
1,483
+51
| +4% | +$13.2K | 0.06% | 119 |
|
|
2024
Q4 | $378K | Buy |
1,432
+40
| +3% | +$10.6K | 0.06% | 123 |
|
|
2024
Q3 | $367K | Sell |
1,392
-1,080
| -44% | -$285K | 0.06% | 130 |
|
|
2024
Q2 | $598K | Buy |
2,472
+10
| +0.4% | +$2.42K | 0.1% | 89 |
|
|
2024
Q1 | $615K | Buy |
2,462
+38
| +2% | +$9.5K | 0.11% | 89 |
|
|
2023
Q4 | $564K | Sell |
2,424
-576
| -19% | -$134K | 0.11% | 91 |
|
|
2023
Q3 | $625K | Sell |
3,000
-55
| -2% | -$11.5K | 0.14% | 85 |
|
|
2023
Q2 | $673K | Sell |
3,055
-1,387
| -31% | -$305K | 0.14% | 87 |
|
|
2023
Q1 | $937K | Hold |
4,442
| – | – | 0.21% | 67 |
|
|
2022
Q4 | $905K | Hold |
4,442
| – | – | 0.21% | 71 |
|
|
2022
Q3 | $835K | Sell |
4,442
-20
| -0.4% | -$3.76K | 0.23% | 64 |
|
|
2022
Q2 | $879K | Sell |
4,462
-270
| -6% | -$53.2K | 0.22% | 66 |
|
|
2022
Q1 | $1.13M | Sell |
4,732
-894
| -16% | -$213K | 0.23% | 63 |
|
|
2021
Q4 | $1.43M | Buy |
5,626
+4
| +0.1% | +$1.02K | 0.29% | 58 |
|
|
2021
Q3 | $1.33M | Hold |
5,622
| – | – | 0.3% | 62 |
|
|
2021
Q2 | $1.33M | Sell |
5,622
-119
| -2% | -$28.2K | 0.32% | 60 |
|
|
2021
Q1 | $1.27M | Sell |
5,741
-108
| -2% | -$23.9K | 0.35% | 56 |
|
|
2020
Q4 | $1.21M | Buy |
5,849
+2,180
| +59% | +$451K | 0.37% | 58 |
|
|
2020
Q3 | $647K | Sell |
3,669
-493
| -12% | -$86.9K | 0.24% | 72 |
|
|
2020
Q2 | $682K | Sell |
4,162
-11
| -0.3% | -$1.8K | 0.26% | 73 |
|
|
2020
Q1 | $549K | Sell |
4,173
-160
| -4% | -$21.1K | 0.24% | 74 |
|
|
2019
Q4 | $772K | Sell |
4,333
-1,360
| -24% | -$242K | 0.27% | 70 |
|
|
2019
Q3 | $954K | Sell |
5,693
-175
| -3% | -$29.3K | 0.37% | 64 |
|
|
2019
Q2 | $981K | Hold |
5,868
| – | – | 0.4% | 63 |
|
|
2019
Q1 | $943K | Hold |
5,868
| – | – | 0.41% | 60 |
|
|
2018
Q4 | $811K | Hold |
5,868
| – | – | 0.39% | 59 |
|
|
2018
Q3 | $963K | Hold |
5,868
| – | – | 0.42% | 57 |
|
|
2018
Q2 | $925K | Buy |
5,868
+64
| +1% | +$10.1K | 0.42% | 57 |
|
|
2018
Q1 | $895K | Buy |
5,804
+478
| +9% | +$73.7K | 0.41% | 61 |
|
|
2017
Q4 | $824K | Sell |
5,326
-4,576
| -46% | -$708K | 0.37% | 65 |
|
|
2017
Q3 | $1.46M | Buy |
9,902
+2,270
| +30% | +$334K | 0.7% | 47 |
|
|
2017
Q2 | $1.09M | Buy |
7,632
+2,121
| +38% | +$302K | 1.09% | 36 |
|
|
2017
Q1 | $767K | Buy |
+5,511
| New | +$767K | 0.44% | 54 |
|