AWA
AmeriServ Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $325K | Hold |
2,186
| – | – | 0.6% | 32 |
|
|
2023
Q2 | $340K | Sell |
2,186
-1,445
| -40% | -$225K | 0.64% | 30 |
|
|
2023
Q1 | $533K | Buy |
+3,631
| New | +$533K | 1.22% | 21 |
|
|
2021
Q3 | – | Sell |
-27,188
| Closed | -$3.88M | – | 69 |
|
|
2021
Q2 | $3.88M | Buy |
+27,188
| New | +$3.88M | 3.02% | 7 |
|