AIA
Alera Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.56M | Hold |
13,477
| – | – | 0.42% | 39 |
|
|
2024
Q2 | $3.26M | Sell |
13,477
-42
| -0.3% | -$10.2K | 0.39% | 42 |
|
|
2024
Q1 | $3.38M | Buy |
13,519
+1
| +0% | +$250 | 0.46% | 25 |
|
|
2023
Q4 | $3.14M | Hold |
13,518
| – | – | 0.41% | 24 |
|
|
2023
Q3 | $2.81M | Sell |
13,518
-571
| -4% | -$119K | 0.46% | 19 |
|
|
2023
Q2 | $3.1M | Buy |
14,089
+1
| +0% | +$220 | 0.67% | 21 |
|
|
2023
Q1 | $2.97M | Sell |
14,088
-313
| -2% | -$66K | 0.68% | 19 |
|
|
2022
Q4 | $2.94M | Sell |
14,401
-79
| -0.5% | -$16.1K | 0.69% | 21 |
|
|
2022
Q3 | $2.72M | Buy |
14,480
+654
| +5% | +$123K | 0.77% | 21 |
|
|
2022
Q2 | $2.72M | Sell |
13,826
-135
| -1% | -$26.6K | 0.76% | 19 |
|
|
2022
Q1 | $3.32M | Buy |
13,961
+1
| +0% | +$238 | 0.76% | 20 |
|
|
2021
Q4 | $3.56M | Buy |
13,960
+39
| +0.3% | +$9.94K | 0.97% | 18 |
|
|
2021
Q3 | $3.3M | Sell |
13,921
-1
| -0% | -$237 | 0.97% | 17 |
|
|
2021
Q2 | $3.3M | Sell |
13,922
-16
| -0.1% | -$3.8K | 0.99% | 19 |
|
|
2021
Q1 | $3.09M | Buy |
13,938
+13
| +0.1% | +$2.88K | 1.02% | 18 |
|
|
2020
Q4 | $2.88M | Buy |
13,925
+4
| +0% | +$827 | 1.02% | 18 |
|
|
2020
Q3 | $2.45M | Sell |
13,921
-116
| -0.8% | -$20.4K | 0.98% | 18 |
|
|
2020
Q2 | $2.3M | Hold |
14,037
| – | – | 1.21% | 20 |
|
|
2020
Q1 | $1.85M | Sell |
14,037
-430
| -3% | -$56.6K | 1.12% | 21 |
|
|
2019
Q4 | $2.58M | Sell |
14,467
-994
| -6% | -$177K | 1.17% | 15 |
|
|
2019
Q3 | $2.59M | Sell |
15,461
-49
| -0.3% | -$8.21K | 1.28% | 14 |
|
|
2019
Q2 | $2.59M | Sell |
15,510
-168
| -1% | -$28.1K | 1.33% | 13 |
|
|
2019
Q1 | $2.52M | Sell |
15,678
-535
| -3% | -$86K | 1.23% | 13 |
|
|
2018
Q4 | $2.24M | Buy |
+16,213
| New | +$2.24M | 1.36% | 16 |
|