TWM
Tolleson 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 | – | Sell |
-1,004
| Closed | -$260K | – | 88 |
|
|
2025
Q1 | $260K | Hold |
1,004
| – | – | 0.05% | 80 |
|
|
2024
Q4 | $265K | Hold |
1,004
| – | – | 0.05% | 89 |
|
|
2024
Q3 | $265K | Hold |
1,004
| – | – | 0.05% | 74 |
|
|
2024
Q2 | $244K | Hold |
1,004
| – | – | 0.05% | 76 |
|
|
2024
Q1 | $251K | Sell |
1,004
-87
| -8% | -$21.8K | 0.05% | 75 |
|
|
2023
Q4 | $254K | Buy |
1,091
+87
| +9% | +$20.3K | 0.05% | 74 |
|
|
2023
Q3 | $209K | Sell |
1,004
-160
| -14% | -$33.3K | 0.05% | 76 |
|
|
2023
Q2 | $256K | Hold |
1,164
| – | – | 0.06% | 73 |
|
|
2023
Q1 | $246K | Hold |
1,164
| – | – | 0.06% | 69 |
|
|
2022
Q4 | $237K | Hold |
1,164
| – | – | 0.06% | 74 |
|
|
2022
Q3 | $219K | Hold |
1,164
| – | – | 0.07% | 68 |
|
|
2022
Q2 | $229K | Hold |
1,164
| – | – | 0.06% | 67 |
|
|
2022
Q1 | $277K | Buy |
+1,164
| New | +$277K | 0.08% | 64 |
|