AWMS
Advocacy Wealth Management Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-83,554
| Closed | -$15M | – | 44 |
|
|
2022
Q4 | $15M | Sell |
83,554
-13,228
| -14% | -$2.38M | 1.98% | 15 |
|
|
2022
Q3 | $17.6M | Buy |
96,782
+5,428
| +6% | +$987K | 2.57% | 11 |
|
|
2022
Q2 | $16M | Buy |
91,354
+12,490
| +16% | +$2.19M | 2.58% | 10 |
|
|
2022
Q1 | $17.7M | Buy |
78,864
+29,638
| +60% | +$6.64M | 3.08% | 9 |
|
|
2021
Q4 | $12.5M | Buy |
49,226
+2,361
| +5% | +$601K | 2.1% | 8 |
|
|
2021
Q3 | $11.1M | Buy |
46,865
+2,056
| +5% | +$486K | 2% | 8 |
|
|
2021
Q2 | $10.6M | Buy |
44,809
+2,623
| +6% | +$620K | 1.96% | 8 |
|
|
2021
Q1 | $9.2M | Buy |
+42,186
| New | +$9.2M | 1.84% | 9 |
|
|
2016
Q2 | – | Sell |
-2,000
| Closed | -$201K | – | 462 |
|
|
2016
Q1 | $201K | Hold |
2,000
| – | – | 0.14% | 87 |
|
|
2015
Q4 | $199K | Buy |
+2,000
| New | +$199K | 0.23% | 84 |
|