CWA
Canvas 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 | $520K | Buy |
1,803
+282
| +19% | +$81.3K | 0.1% | 107 |
|
|
2025
Q1 | $375K | Buy |
1,521
+109
| +8% | +$26.9K | 0.1% | 118 |
|
|
2024
Q4 | $373K | Buy |
1,412
+32
| +2% | +$8.45K | 0.09% | 116 |
|
|
2024
Q3 | $364K | Sell |
1,380
-296
| -18% | -$78.1K | 0.1% | 110 |
|
|
2024
Q2 | $419K | Buy |
+1,676
| New | +$419K | 0.13% | 93 |
|
|
2023
Q4 | – | Sell |
-1,183
| Closed | -$238K | – | 136 |
|
|
2023
Q3 | $238K | Sell |
1,183
-12
| -1% | -$2.41K | 0.1% | 109 |
|
|
2023
Q2 | $272K | Sell |
1,195
-3,461
| -74% | -$787K | 0.1% | 113 |
|
|
2023
Q1 | $966K | Buy |
4,656
+2,809
| +152% | +$583K | 0.41% | 43 |
|
|
2022
Q4 | $391K | Buy |
+1,847
| New | +$391K | 0.16% | 94 |
|