EWA
ERTS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
90,963
-85,285
| -48% | -$14M | 5.16% | 8 |
|
|
2025
Q1 | $28.3M | Buy |
176,248
+19
| +0% | +$3.05K | 5.5% | 7 |
|
|
2024
Q4 | $28.5M | Buy |
176,229
+5,824
| +3% | +$942K | 5.38% | 7 |
|
|
2024
Q3 | $28.6M | Buy |
170,405
+912
| +0.5% | +$153K | 5.35% | 7 |
|
|
2024
Q2 | $25.5M | Buy |
169,493
+1,911
| +1% | +$287K | 5.13% | 7 |
|
|
2024
Q1 | $26.1M | Buy |
167,582
+2,165
| +1% | +$338K | 5.33% | 6 |
|
|
2023
Q4 | $24M | Buy |
165,417
+4,287
| +3% | +$622K | 5.17% | 6 |
|
|
2023
Q3 | $21.1M | Buy |
161,130
+1,786
| +1% | +$234K | 5.08% | 6 |
|
|
2023
Q2 | $22M | Buy |
159,344
+6,708
| +4% | +$928K | 5.14% | 7 |
|
|
2023
Q1 | $20.5M | Sell |
152,636
-34,029
| -18% | -$4.56M | 4.96% | 7 |
|
|
2022
Q4 | $25.2M | Buy |
186,665
+2,848
| +2% | +$385K | 6.54% | 5 |
|
|
2022
Q3 | $22.4M | Buy |
183,817
+6,948
| +4% | +$846K | 6.28% | 6 |
|
|
2022
Q2 | $22.9M | Sell |
176,869
-239
| -0.1% | -$31K | 6.5% | 4 |
|
|
2022
Q1 | $26.5M | Buy |
177,108
+31,948
| +22% | +$4.78M | 7.42% | 4 |
|
|
2021
Q4 | $21.8M | Buy |
145,160
+4,283
| +3% | +$644K | 5.21% | 6 |
|
|
2021
Q3 | $19.7M | Buy |
140,877
+3,115
| +2% | +$435K | 5.16% | 6 |
|
|
2021
Q2 | $19.4M | Sell |
137,762
-67,901
| -33% | -$9.54M | 5.24% | 7 |
|
|
2021
Q1 | $27.7M | Buy |
205,663
+9,232
| +5% | +$1.25M | 8.22% | 3 |
|
|
2020
Q4 | $23.4M | Buy |
196,431
+25,655
| +15% | +$3.05M | 7.59% | 4 |
|
|
2020
Q3 | $17.3M | Sell |
170,776
-14,696
| -8% | -$1.49M | 6.51% | 5 |
|
|
2020
Q2 | $17.8M | Buy |
185,472
+28,174
| +18% | +$2.7M | 7.17% | 4 |
|
|
2020
Q1 | $12.8M | Buy |
+157,298
| New | +$12.8M | 6.19% | 4 |
|