AWA
Alaska Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-586
| Closed | -$143K | – | 109 |
|
2024
Q3 | $143K | Hold |
586
| – | – | 0.02% | 79 |
|
2024
Q2 | $135K | Sell |
586
-21
| -3% | -$4.82K | 0.02% | 73 |
|
2024
Q1 | $143K | Hold |
607
| – | – | 0.02% | 74 |
|
2023
Q4 | $133K | Sell |
607
-28
| -4% | -$6.15K | 0.02% | 73 |
|
2023
Q3 | $124K | Buy |
635
+28
| +5% | +$5.45K | 0.02% | 67 |
|
2023
Q2 | $125K | Sell |
607
-24
| -4% | -$4.94K | 0.02% | 72 |
|
2023
Q1 | $123K | Buy |
+631
| New | +$123K | 0.02% | 65 |
|