SWMG LLC’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,027
| Closed | -$284K | – | 127 |
|
|
2024
Q4 | $284K | Sell |
1,027
-1
| -0.1% | -$277 | 0.11% | 96 |
|
|
2024
Q3 | $284K | Sell |
1,028
-508
| -33% | -$140K | 0.12% | 98 |
|
|
2024
Q2 | $372K | Sell |
1,536
-12
| -0.8% | -$2.91K | 0.17% | 69 |
|
|
2024
Q1 | $387K | Sell |
1,548
-2,584
| -63% | -$646K | 0.17% | 67 |
|
|
2023
Q4 | $961K | Sell |
4,132
-175
| -4% | -$40.7K | 0.46% | 41 |
|
|
2023
Q3 | $897K | Sell |
4,307
-40
| -0.9% | -$8.33K | 0.47% | 40 |
|
|
2023
Q2 | $957K | Sell |
4,347
-118
| -3% | -$26K | 0.5% | 31 |
|
|
2023
Q1 | $942K | Sell |
4,465
-2
| -0% | -$422 | 0.53% | 33 |
|
|
2022
Q4 | $910K | Sell |
4,467
-4,471
| -50% | -$911K | 0.55% | 29 |
|
|
2022
Q3 | $1.68M | Buy |
+8,938
| New | +$1.68M | 1.1% | 17 |
|
|
2022
Q1 | $2.16M | Sell |
9,075
-137
| -1% | -$32.6K | 1.18% | 18 |
|
|
2021
Q4 | $2.35M | Buy |
9,212
+953
| +12% | +$243K | 1.25% | 19 |
|
|
2021
Q3 | $1.96M | Sell |
8,259
-1,382
| -14% | -$327K | 1.13% | 20 |
|
|
2021
Q2 | $2.29M | Sell |
9,641
-108
| -1% | -$25.6K | 1.35% | 19 |
|
|
2021
Q1 | $2.16M | Sell |
9,749
-295
| -3% | -$65.3K | 1.48% | 17 |
|
|
2020
Q4 | $2.1M | Buy |
+10,044
| New | +$2.1M | 1.54% | 17 |
|