AWM
Axxcess Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70M | Buy |
250,168
+164
| +0.1% | +$45.9K | 1.64% | 8 |
|
|
2025
Q1 | $64.7M | Sell |
250,004
-3,453
| -1% | -$893K | 1.72% | 6 |
|
|
2024
Q4 | $66.9M | Buy |
253,457
+277
| +0.1% | +$73.2K | 1.61% | 8 |
|
|
2024
Q3 | $66.8M | Buy |
253,180
+3,451
| +1% | +$910K | 1.64% | 7 |
|
|
2024
Q2 | $60.5M | Buy |
249,729
+6,459
| +3% | +$1.56M | 1.6% | 7 |
|
|
2024
Q1 | $60.8M | Buy |
243,270
+3,512
| +1% | +$878K | 1.66% | 8 |
|
|
2023
Q4 | $55.8M | Buy |
239,758
+6,379
| +3% | +$1.48M | 1.62% | 9 |
|
|
2023
Q3 | $48.6M | Buy |
233,379
+220,179
| +1,668% | +$45.9M | 1.66% | 9 |
|
|
2023
Q2 | $2.91M | Sell |
13,200
-1,661
| -11% | -$366K | 0.21% | 99 |
|
|
2023
Q1 | $3.13M | Sell |
14,861
-727
| -5% | -$153K | 0.24% | 89 |
|
|
2022
Q4 | $3.18M | Buy |
15,588
+4,456
| +40% | +$908K | 0.26% | 85 |
|
|
2022
Q3 | $2.09M | Sell |
11,132
-924
| -8% | -$174K | 0.2% | 97 |
|
|
2022
Q2 | $2.38M | Buy |
12,056
+2,397
| +25% | +$472K | 0.22% | 93 |
|
|
2022
Q1 | $2.3M | Buy |
9,659
+1,202
| +14% | +$286K | 0.18% | 110 |
|
|
2021
Q4 | $2.16M | Buy |
+8,457
| New | +$2.16M | 0.16% | 112 |
|