CWA
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Consilio Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-50,133
Closed -$6.72M 53
2023
Q1
$6.72M Sell
50,133
-983
-2% -$132K 3.8% 10
2022
Q4
$6.91M Buy
51,116
+47,597
+1,353% +$6.44M 4.42% 9
2022
Q3
$429K Buy
+3,519
New +$429K 0.34% 34