UW
Unique 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 | $633K | Buy |
2,261
+987
| +77% | +$276K | 0.1% | 102 |
|
|
2025
Q1 | $329K | Buy |
1,274
+54
| +4% | +$14K | 0.06% | 127 |
|
|
2024
Q4 | $322K | Hold |
1,220
| – | – | 0.07% | 111 |
|
|
2024
Q3 | $322K | Hold |
1,220
| – | – | 0.07% | 94 |
|
|
2024
Q2 | $295K | Hold |
1,220
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $305K | Buy |
+1,220
| New | +$305K | 0.09% | 75 |
|
|
2023
Q1 | – | Sell |
-1,283
| Closed | -$261K | – | 66 |
|
|
2022
Q4 | $261K | Buy |
+1,283
| New | +$261K | 0.14% | 48 |
|