EWP
Engrave Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $833K | Sell |
5,741
-100,844
| -95% | -$14.6M | 0.24% | 35 |
|
|
2023
Q3 | $14M | Buy |
106,585
+501
| +0.5% | +$65.6K | 4.29% | 8 |
|
|
2023
Q2 | $14.7M | Buy |
106,084
+603
| +0.6% | +$83.4K | 4.65% | 7 |
|
|
2023
Q1 | $14M | Buy |
105,481
+9,108
| +9% | +$1.21M | 4.73% | 8 |
|
|
2022
Q4 | $13.4M | Buy |
96,373
+100
| +0.1% | +$14K | 4.67% | 6 |
|
|
2022
Q3 | $11.7M | Sell |
96,273
-696
| -0.7% | -$84.8K | 5.48% | 6 |
|
|
2022
Q2 | $12.6M | Sell |
96,969
-2
| -0% | -$259 | 5.56% | 6 |
|
|
2022
Q1 | $14.5M | Buy |
+96,971
| New | +$14.5M | 5.42% | 7 |
|
|
2020
Q1 | – | Sell |
-1,255
| Closed | -$149K | – | 481 |
|
|
2019
Q4 | $149K | Buy |
+1,255
| New | +$149K | 0.14% | 58 |
|