AWA
Aaron Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Hold |
5,059
| – | – | 0.09% | 154 |
|
|
2025
Q1 | $812K | Sell |
5,059
-240
| -5% | -$38.5K | 0.09% | 146 |
|
|
2024
Q4 | $857K | Hold |
5,299
| – | – | 0.1% | 135 |
|
|
2024
Q3 | $888K | Hold |
5,299
| – | – | 0.11% | 125 |
|
|
2024
Q2 | $797K | Buy |
5,299
+22
| +0.4% | +$3.31K | 0.11% | 120 |
|
|
2024
Q1 | $823K | Hold |
5,277
| – | – | 0.12% | 110 |
|
|
2023
Q4 | $765K | Hold |
5,277
| – | – | 0.13% | 102 |
|
|
2023
Q3 | $691K | Hold |
5,277
| – | – | 0.09% | 124 |
|
|
2023
Q2 | $730K | Buy |
5,277
+1,512
| +40% | +$209K | 0.09% | 120 |
|
|
2023
Q1 | $505K | Hold |
3,765
| – | – | 0.07% | 152 |
|
|
2022
Q4 | $509K | Buy |
+3,765
| New | +$509K | 0.07% | 145 |
|