AWA
Arkadios Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Buy |
29,227
+6,411
| +28% | +$1.79M | 0.24% | 83 |
|
|
2025
Q1 | $5.9M | Buy |
22,816
+10,203
| +81% | +$2.64M | 0.22% | 102 |
|
|
2024
Q4 | $3.33M | Sell |
12,613
-6,592
| -34% | -$1.74M | 0.18% | 116 |
|
|
2024
Q3 | $5.07M | Buy |
19,205
+10,382
| +118% | +$2.74M | 0.29% | 72 |
|
|
2024
Q2 | $2.14M | Sell |
8,823
-36,650
| -81% | -$8.87M | 0.14% | 154 |
|
|
2024
Q1 | $11.4M | Buy |
45,473
+3,560
| +8% | +$890K | 0.88% | 18 |
|
|
2023
Q4 | $9.75M | Buy |
41,913
+5,958
| +17% | +$1.39M | 0.82% | 19 |
|
|
2023
Q3 | $7.49M | Buy |
35,955
+4,497
| +14% | +$936K | 0.71% | 24 |
|
|
2023
Q2 | $6.93M | Buy |
31,458
+1,205
| +4% | +$265K | 0.81% | 25 |
|
|
2023
Q1 | $6.38M | Buy |
30,253
+912
| +3% | +$192K | 0.76% | 26 |
|
|
2022
Q4 | $5.98M | Buy |
29,341
+137
| +0.5% | +$27.9K | 0.79% | 25 |
|
|
2022
Q3 | $5.49M | Buy |
29,204
+3,464
| +13% | +$651K | 0.83% | 22 |
|
|
2022
Q2 | $5.07M | Sell |
25,740
-740
| -3% | -$146K | 0.75% | 23 |
|
|
2022
Q1 | $6.3M | Buy |
26,480
+759
| +3% | +$181K | 0.82% | 19 |
|
|
2021
Q4 | $6.55M | Sell |
25,721
-98
| -0.4% | -$25K | 0.87% | 17 |
|
|
2021
Q3 | $6.11M | Buy |
25,819
+264
| +1% | +$62.5K | 0.88% | 13 |
|
|
2021
Q2 | $6.07M | Buy |
25,555
+528
| +2% | +$125K | 0.74% | 17 |
|
|
2021
Q1 | $5.54M | Buy |
25,027
+476
| +2% | +$105K | 0.91% | 17 |
|
|
2020
Q4 | $5.08M | Buy |
24,551
+24,531
| +122,655% | +$5.07M | 1.07% | 18 |
|
|
2020
Q3 | $3.72K | Hold |
20
| – | – | ﹤0.01% | 891 |
|
|
2020
Q2 | $3.34K | Hold |
20
| – | – | ﹤0.01% | 829 |
|
|
2020
Q1 | $2.63K | Hold |
20
| – | – | ﹤0.01% | 895 |
|
|
2019
Q4 | $3.71K | Buy |
+20
| New | +$3.71K | ﹤0.01% | 740 |
|