ETIA
Epic Trust Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $363K | Sell |
1,500
-101
| -6% | -$24.5K | 0.4% | 66 |
|
|
2024
Q1 | $400K | Sell |
1,601
-309
| -16% | -$77.2K | 0.49% | 51 |
|
|
2023
Q4 | $444K | Sell |
1,910
-1,413
| -43% | -$329K | 0.6% | 43 |
|
|
2023
Q3 | $692K | Sell |
3,323
-451
| -12% | -$93.9K | 1.09% | 25 |
|
|
2023
Q2 | $831K | Sell |
3,774
-1,139
| -23% | -$251K | 1.18% | 22 |
|
|
2023
Q1 | $1.04M | Buy |
4,913
+2,971
| +153% | +$627K | 1.26% | 21 |
|
|
2022
Q4 | $396K | Buy |
+1,942
| New | +$396K | 0.6% | 55 |
|