WP
WMS Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,337
| Closed | -$541K | – | 248 |
|
|
2020
Q3 | $541K | Buy |
5,337
+36
| +0.7% | +$3.65K | 0.11% | 105 |
|
|
2020
Q2 | $507K | Hold |
5,301
| – | – | 0.11% | 103 |
|
|
2020
Q1 | $431K | Buy |
5,301
+799
| +18% | +$65K | 0.12% | 101 |
|
|
2019
Q4 | $537K | Buy |
+4,502
| New | +$537K | 0.12% | 107 |
|