VWM
Vector Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $4.19M | Sell |
43,077
-279
| -0.6% | -$27.1K | 2.94% | 10 |
|
|
2016
Q3 | $4.06M | Buy |
43,356
+3,561
| +9% | +$333K | 2.78% | 13 |
|
|
2016
Q2 | $3.55M | Buy |
39,795
+660
| +2% | +$58.8K | 2.42% | 12 |
|
|
2016
Q1 | $3.41M | Buy |
39,135
+4,345
| +12% | +$378K | 2.52% | 12 |
|
|
2015
Q4 | $2.99M | Buy |
34,790
+8,130
| +30% | +$699K | 2.33% | 12 |
|
|
2015
Q3 | $2.37M | Buy |
+26,660
| New | +$2.37M | 1.87% | 14 |
|