SWM
SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $13.2M | Sell |
62,021
-2,429
| -4% | -$515K | 1.15% | 12 |
|
|
2020
Q3 | $11.6M | Hold |
64,450
| – | – | 1.15% | 14 |
|
|
2020
Q2 | $10.6M | Sell |
64,450
-404
| -0.6% | -$66.7K | 1.14% | 14 |
|
|
2020
Q1 | $8.22M | Buy |
64,854
+589
| +0.9% | +$74.6K | 0.94% | 16 |
|
|
2019
Q4 | $10.2M | Buy |
64,265
+499
| +0.8% | +$79.2K | 0.94% | 18 |
|
|
2019
Q3 | $9.44M | Hold |
63,766
| – | – | 0.93% | 18 |
|
|
2019
Q2 | $9.52M | Sell |
63,766
-2,396
| -4% | -$358K | 0.94% | 19 |
|
|
2019
Q1 | $9.45M | Sell |
66,162
-1,659
| -2% | -$237K | 0.91% | 19 |
|
|
2018
Q4 | $8.12M | Sell |
67,821
-2,657
| -4% | -$318K | 0.91% | 21 |
|
|
2018
Q3 | $10M | Sell |
70,478
-126
| -0.2% | -$18K | 1.02% | 18 |
|
|
2018
Q2 | $9.49M | Sell |
70,604
-1,602
| -2% | -$215K | 1.02% | 18 |
|
|
2018
Q1 | $8.79M | Buy |
72,206
+814
| +1% | +$99.1K | 1.09% | 19 |
|
|
2017
Q4 | $9.12M | Sell |
71,392
-814
| -1% | -$104K | 1.07% | 19 |
|
|
2017
Q3 | $8.79M | Sell |
72,206
-1,550
| -2% | -$189K | 1.09% | 19 |
|
|
2017
Q2 | $8.68M | Sell |
73,756
-397
| -0.5% | -$46.7K | 1.13% | 19 |
|
|
2017
Q1 | $8.38M | Sell |
74,153
-1,130
| -2% | -$128K | 1.14% | 19 |
|
|
2016
Q4 | $7.96M | Sell |
75,283
-1,535
| -2% | -$162K | 1.19% | 19 |
|
|
2016
Q3 | $8.17M | Sell |
76,818
-1,311
| -2% | -$139K | 1.27% | 17 |
|
|
2016
Q2 | $7.96M | Sell |
78,129
-1,325
| -2% | -$135K | 1.29% | 17 |
|
|
2016
Q1 | $7.97M | Buy |
79,454
+279
| +0.4% | +$28K | 1.32% | 16 |
|
|
2015
Q4 | $7.9M | Sell |
79,175
-1,678
| -2% | -$167K | 1.37% | 18 |
|
|
2015
Q3 | $7.87M | Sell |
80,853
-517
| -0.6% | -$50.3K | 1.47% | 15 |
|
|
2015
Q2 | $8.67M | Sell |
81,370
-488
| -0.6% | -$52K | 1.6% | 10 |
|
|
2015
Q1 | $8.84M | Sell |
81,858
-2,131
| -3% | -$230K | 1.61% | 8 |
|
|
2014
Q4 | $8.53M | Buy |
83,989
+123
| +0.1% | +$12.5K | 3.1% | 5 |
|
|
2014
Q3 | $8.08M | Buy |
83,866
+564
| +0.7% | +$54.3K | 3.44% | 5 |
|
|
2014
Q2 | $8.03M | Buy |
83,302
+647
| +0.8% | +$62.4K | 3.43% | 5 |
|
|
2014
Q1 | $7.66M | Sell |
82,655
-449
| -0.5% | -$41.6K | 3.61% | 4 |
|
|
2013
Q4 | $7.5M | Buy |
+83,104
| New | +$7.5M | 4.47% | 3 |
|