WMG
WESCAP Management Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
12,892
-1,157
| -8% | -$324K | 0.82% | 33 |
|
|
2025
Q1 | $3.63M | Buy |
14,049
+338
| +2% | +$87.4K | 0.89% | 28 |
|
|
2024
Q4 | $3.62M | Buy |
13,711
+84
| +0.6% | +$22.2K | 0.88% | 27 |
|
|
2024
Q3 | $3.6M | Sell |
13,627
-56
| -0.4% | -$14.8K | 0.9% | 26 |
|
|
2024
Q2 | $3.31M | Sell |
13,683
-34
| -0.2% | -$8.23K | 0.94% | 27 |
|
|
2024
Q1 | $3.43M | Sell |
13,717
-282
| -2% | -$70.5K | 0.99% | 26 |
|
|
2023
Q4 | $3.26M | Sell |
13,999
-724
| -5% | -$168K | 1.05% | 27 |
|
|
2023
Q3 | $3.07M | Sell |
14,723
-82
| -0.6% | -$17.1K | 1.09% | 26 |
|
|
2023
Q2 | $3.26M | Sell |
14,805
-404
| -3% | -$88.9K | 1.14% | 25 |
|
|
2023
Q1 | $3.21M | Sell |
15,209
-599
| -4% | -$126K | 1.13% | 25 |
|
|
2022
Q4 | $3.22M | Buy |
15,808
+50
| +0.3% | +$10.2K | 1.13% | 25 |
|
|
2022
Q3 | $2.96M | Buy |
15,758
+764
| +5% | +$144K | 1.13% | 24 |
|
|
2022
Q2 | $2.95M | Sell |
14,994
-1,196
| -7% | -$236K | 1.01% | 27 |
|
|
2022
Q1 | $3.85M | Buy |
16,190
+1,355
| +9% | +$322K | 1.09% | 26 |
|
|
2021
Q4 | $3.78M | Sell |
14,835
-118
| -0.8% | -$30.1K | 1.04% | 29 |
|
|
2021
Q3 | $3.54M | Sell |
14,953
-75
| -0.5% | -$17.8K | 1.03% | 26 |
|
|
2021
Q2 | $3.57M | Buy |
15,028
+270
| +2% | +$64.1K | 1.04% | 27 |
|
|
2021
Q1 | $3.27M | Sell |
14,758
-133
| -0.9% | -$29.4K | 0.9% | 29 |
|
|
2020
Q4 | $3.08M | Sell |
14,891
-106
| -0.7% | -$21.9K | 0.92% | 30 |
|
|
2020
Q3 | $2.64M | Sell |
14,997
-451
| -3% | -$79.5K | 0.88% | 30 |
|
|
2020
Q2 | $2.53M | Sell |
15,448
-1,743
| -10% | -$286K | 0.89% | 30 |
|
|
2020
Q1 | $2.26M | Buy |
17,191
+8,552
| +99% | +$1.13M | 0.94% | 28 |
|
|
2019
Q4 | $1.54M | Buy |
8,639
+32
| +0.4% | +$5.7K | 0.6% | 39 |
|
|
2019
Q3 | $1.44M | Sell |
8,607
-357
| -4% | -$59.8K | 0.59% | 36 |
|
|
2019
Q2 | $1.5M | Hold |
8,964
| – | – | 0.62% | 36 |
|
|
2019
Q1 | $1.44M | Buy |
8,964
+1,205
| +16% | +$194K | 0.61% | 37 |
|
|
2018
Q4 | $1.07M | Buy |
7,759
+728
| +10% | +$101K | 0.51% | 43 |
|
|
2018
Q3 | $1.15M | Sell |
7,031
-935
| -12% | -$153K | 0.59% | 41 |
|
|
2018
Q2 | $1.26M | Sell |
7,966
-84
| -1% | -$13.2K | 0.61% | 40 |
|
|
2018
Q1 | $1.24M | Sell |
8,050
-550
| -6% | -$84.8K | 0.5% | 43 |
|
|
2017
Q4 | $1.33M | Sell |
8,600
-380
| -4% | -$58.8K | 0.52% | 45 |
|
|
2017
Q3 | $1.32M | Sell |
8,980
-305
| -3% | -$44.8K | 0.59% | 39 |
|
|
2017
Q2 | $1.32M | Sell |
9,285
-56
| -0.6% | -$7.98K | 0.62% | 38 |
|
|
2017
Q1 | $1.3M | Sell |
9,341
-7,637
| -45% | -$1.06M | 0.63% | 40 |
|
|
2016
Q4 | $2.24M | Sell |
16,978
-286
| -2% | -$37.6K | 1.14% | 17 |
|
|
2016
Q3 | $2.24M | Sell |
17,264
-365
| -2% | -$47.3K | 1.17% | 17 |
|
|
2016
Q2 | $2.18M | Buy |
17,629
+1,793
| +11% | +$222K | 1.08% | 21 |
|
|
2016
Q1 | $1.92M | Buy |
+15,836
| New | +$1.92M | 0.97% | 20 |
|