AWA
Aaron Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-233,327
| Closed | -$1.21M | – | 515 |
|
|
2022
Q1 | $1.21M | Buy |
233,327
+232,114
| +19,136% | +$1.21M | 0.02% | 318 |
|
|
2021
Q4 | $256K | Hold |
1,213
| – | – | 0.07% | 155 |
|
|
2021
Q3 | $238K | Hold |
1,213
| – | – | 0.07% | 142 |
|
|
2021
Q2 | $243K | Hold |
1,213
| – | – | 0.08% | 140 |
|
|
2021
Q1 | $235K | Buy |
+1,213
| New | +$235K | 0.09% | 136 |
|