AWAG
ARS Wealth Advisors Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
1,360
+80
| +6% | +$22.4K | 0.04% | 115 |
|
|
2025
Q1 | $331K | Buy |
1,280
+101
| +9% | +$26.1K | 0.05% | 112 |
|
|
2024
Q4 | $312K | Hold |
1,179
| – | – | 0.04% | 116 |
|
|
2024
Q3 | $311K | Buy |
1,179
+20
| +2% | +$5.28K | 0.04% | 131 |
|
|
2024
Q2 | $281K | Sell |
1,159
-174
| -13% | -$42.1K | 0.04% | 133 |
|
|
2024
Q1 | $333K | Buy |
1,333
+376
| +39% | +$94K | 0.05% | 122 |
|
|
2023
Q4 | $223K | Sell |
957
-1,093
| -53% | -$254K | 0.03% | 142 |
|
|
2023
Q3 | $427K | Buy |
2,050
+1,094
| +114% | +$228K | 0.07% | 97 |
|
|
2023
Q2 | $210K | Buy |
956
+7
| +0.7% | +$1.54K | 0.03% | 133 |
|
|
2023
Q1 | $200K | Sell |
949
-363
| -28% | -$76.6K | 0.04% | 117 |
|
|
2022
Q4 | $267K | Buy |
+1,312
| New | +$267K | 0.04% | 114 |
|
|
2022
Q2 | – | Sell |
-857
| Closed | -$204K | – | 164 |
|
|
2022
Q1 | $204K | Sell |
857
-37
| -4% | -$8.81K | 0.04% | 124 |
|
|
2021
Q4 | $228K | Buy |
894
+37
| +4% | +$9.44K | 0.04% | 132 |
|
|
2021
Q3 | $203K | Buy |
+857
| New | +$203K | 0.04% | 129 |
|