UWM
USAdvisors Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,145
| Closed | -$1.51M | – | 120 |
|
|
2023
Q1 | $1.51M | Buy |
7,145
+335
| +5% | +$70.7K | 0.72% | 36 |
|
|
2022
Q4 | $1.39M | Buy |
6,810
+1,151
| +20% | +$235K | 0.67% | 40 |
|
|
2022
Q3 | $1.06M | Buy |
5,659
+583
| +11% | +$110K | 0.54% | 48 |
|
|
2022
Q2 | $1M | Buy |
5,076
+213
| +4% | +$42K | 0.5% | 49 |
|
|
2022
Q1 | $1.16M | Buy |
+4,863
| New | +$1.16M | 0.49% | 52 |
|