AWA
Acorn 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,383
| Closed | -$207K | – | 181 |
|
|
2022
Q1 | $207K | Sell |
1,383
-27
| -2% | -$4.04K | 0.14% | 168 |
|
|
2021
Q4 | $212K | Buy |
+1,410
| New | +$212K | 0.13% | 168 |
|
|
2021
Q2 | – | Sell |
-1,817
| Closed | -$245K | – | 174 |
|
|
2021
Q1 | $245K | Buy |
1,817
+104
| +6% | +$14K | 0.18% | 133 |
|
|
2020
Q4 | $204K | Buy |
+1,713
| New | +$204K | 0.16% | 142 |
|
|
2020
Q1 | – | Sell |
-1,738
| Closed | -$205K | – | 126 |
|
|
2019
Q4 | $205K | Buy |
+1,738
| New | +$205K | 0.17% | 119 |
|
|
2018
Q3 | – | Sell |
-1,611
| Closed | -$178K | – | 438 |
|
|
2018
Q2 | $178K | Buy |
1,611
+6
| +0.4% | +$663 | 0.15% | 119 |
|
|
2018
Q1 | $178K | Buy |
1,605
+6
| +0.4% | +$665 | 0.15% | 120 |
|
|
2017
Q4 | $182K | Buy |
+1,599
| New | +$182K | 0.17% | 108 |
|