WFA
Wipfli Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.17M | Buy |
6,211
+2,497
| +67% | +$470K | 0.08% | 102 |
|
|
2022
Q2 | $732K | Buy |
3,714
+84
| +2% | +$16.5K | 0.08% | 44 |
|
|
2022
Q1 | $863K | Buy |
+3,630
| New | +$863K | 0.09% | 43 |
|
|
2021
Q4 | – | Sell |
-5,567
| Closed | -$1.32M | – | 49 |
|
|
2021
Q3 | $1.32M | Hold |
5,567
| – | – | 0.17% | 17 |
|
|
2021
Q2 | $1.32M | Hold |
5,567
| – | – | 0.19% | 17 |
|
|
2021
Q1 | $1.23M | Hold |
5,567
| – | – | 0.67% | 9 |
|
|
2020
Q4 | $1.15M | Buy |
+5,567
| New | +$1.15M | 0.69% | 8 |
|