WAM
Wealthspire Advisors (Maryland)’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $68.5M | Buy |
388,427
+36,058
| +10% | +$6.36M | 2.41% | 10 |
|
|
2020
Q2 | $57.8M | Buy |
352,369
+12,532
| +4% | +$2.05M | 4.13% | 5 |
|
|
2020
Q1 | $44.7M | Buy |
339,837
+58,476
| +21% | +$7.7M | 3.89% | 5 |
|
|
2019
Q4 | $50.1M | Buy |
281,361
+9,160
| +3% | +$1.63M | 3.36% | 6 |
|
|
2019
Q3 | $45.6M | Sell |
272,201
-950
| -0.3% | -$159K | 3.34% | 8 |
|
|
2019
Q2 | $45.7M | Buy |
273,151
+26,181
| +11% | +$4.38M | 3.42% | 6 |
|
|
2019
Q1 | $39.7M | Buy |
246,970
+18,197
| +8% | +$2.93M | 2.99% | 7 |
|
|
2018
Q4 | $31.6M | Buy |
228,773
+30,778
| +16% | +$4.25M | 2.81% | 7 |
|
|
2018
Q3 | $32.5M | Buy |
197,995
+26,099
| +15% | +$4.29M | 2.68% | 9 |
|
|
2018
Q2 | $27.1M | Buy |
171,896
+25,268
| +17% | +$3.98M | 2.45% | 9 |
|
|
2018
Q1 | $22.6M | Buy |
146,628
+28,319
| +24% | +$4.37M | 2.13% | 9 |
|
|
2017
Q4 | $18.3M | Buy |
118,309
+25,123
| +27% | +$3.89M | 1.78% | 11 |
|
|
2017
Q3 | $13.7M | Buy |
93,186
+12,710
| +16% | +$1.87M | 1.49% | 13 |
|
|
2017
Q2 | $11.5M | Buy |
80,476
+11,995
| +18% | +$1.71M | 1.36% | 13 |
|
|
2017
Q1 | $9.54M | Sell |
68,481
-6,935
| -9% | -$966K | 1.36% | 13 |
|
|
2016
Q4 | $9.93M | Buy |
75,416
+20,651
| +38% | +$2.72M | 1.48% | 12 |
|
|
2016
Q3 | $7.09M | Buy |
54,765
+19,784
| +57% | +$2.56M | 1.1% | 14 |
|
|
2016
Q2 | $4.33M | Sell |
34,981
-2,364
| -6% | -$292K | 0.72% | 25 |
|
|
2016
Q1 | $4.53M | Buy |
37,345
+1,722
| +5% | +$209K | 0.8% | 20 |
|
|
2015
Q4 | $4.28M | Buy |
+35,623
| New | +$4.28M | 0.8% | 19 |
|