AWE
Avidian Wealth Enterprises’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Sell |
54,124
-514
| -0.9% | -$144K | 0.62% | 33 |
|
|
2025
Q1 | $14.1M | Sell |
54,638
-903
| -2% | -$234K | 0.63% | 34 |
|
|
2024
Q4 | $14.7M | Sell |
55,541
-1,230
| -2% | -$325K | 0.66% | 30 |
|
|
2024
Q3 | $15M | Sell |
56,771
-2,422
| -4% | -$639K | 0.68% | 31 |
|
|
2024
Q2 | $14.3M | Buy |
59,193
+5,925
| +11% | +$1.43M | 0.6% | 25 |
|
|
2024
Q1 | $13.3M | Sell |
53,268
-4,057
| -7% | -$1.01M | 0.65% | 28 |
|
|
2023
Q4 | $13.3M | Sell |
57,325
-17,478
| -23% | -$4.07M | 0.82% | 26 |
|
|
2023
Q3 | $15.6M | Sell |
74,803
-14,257
| -16% | -$2.97M | 1.1% | 18 |
|
|
2023
Q2 | $19.6M | Buy |
89,060
+19,387
| +28% | +$4.27M | 1.28% | 13 |
|
|
2023
Q1 | $14.7M | Buy |
+69,673
| New | +$14.7M | 0.81% | 29 |
|
|
2022
Q1 | – | Sell |
-1,996
| Closed | -$509K | – | 560 |
|
|
2021
Q4 | $509K | Buy |
+1,996
| New | +$509K | 0.03% | 289 |
|