EWA
ERTS Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Sell |
57,917
-49,128
| -46% | -$14M | 5.68% | 7 |
|
|
2025
Q1 | $26.2M | Sell |
107,045
-3,171
| -3% | -$776K | 5.09% | 8 |
|
|
2024
Q4 | $28M | Sell |
110,216
-2,063
| -2% | -$523K | 5.28% | 8 |
|
|
2024
Q3 | $27.3M | Buy |
112,279
+3,581
| +3% | +$872K | 5.12% | 8 |
|
|
2024
Q2 | $25M | Buy |
108,698
+1,242
| +1% | +$285K | 5.02% | 8 |
|
|
2024
Q1 | $25.3M | Buy |
107,456
+25
| +0% | +$5.9K | 5.17% | 7 |
|
|
2023
Q4 | $23.6M | Buy |
107,431
+3,634
| +4% | +$798K | 5.09% | 7 |
|
|
2023
Q3 | $20.2M | Buy |
103,797
+94
| +0.1% | +$18.3K | 4.87% | 7 |
|
|
2023
Q2 | $21.3M | Buy |
103,703
+1,416
| +1% | +$291K | 4.97% | 8 |
|
|
2023
Q1 | $19.9M | Buy |
102,287
+754
| +0.7% | +$147K | 4.83% | 8 |
|
|
2022
Q4 | $18.3M | Buy |
101,533
+3,155
| +3% | +$567K | 4.73% | 9 |
|
|
2022
Q3 | $16.8M | Buy |
98,378
+1,202
| +1% | +$205K | 4.71% | 9 |
|
|
2022
Q2 | $17M | Buy |
97,176
+4,313
| +5% | +$756K | 4.84% | 8 |
|
|
2022
Q1 | $20.7M | Buy |
92,863
+7,306
| +9% | +$1.63M | 5.79% | 6 |
|
|
2021
Q4 | $21.9M | Buy |
85,557
+2,298
| +3% | +$587K | 5.22% | 5 |
|
|
2021
Q3 | $19.7M | Sell |
83,259
-816
| -1% | -$193K | 5.16% | 5 |
|
|
2021
Q2 | $19.9M | Sell |
84,075
-17,548
| -17% | -$4.15M | 5.38% | 6 |
|
|
2021
Q1 | $21.8M | Buy |
101,623
+6,671
| +7% | +$1.43M | 6.46% | 6 |
|
|
2020
Q4 | $20.1M | Buy |
94,952
+22,314
| +31% | +$4.73M | 6.54% | 6 |
|
|
2020
Q3 | $13.1M | Buy |
72,638
+691
| +1% | +$124K | 4.92% | 7 |
|
|
2020
Q2 | $11.9M | Buy |
71,947
+7,210
| +11% | +$1.19M | 4.8% | 7 |
|
|
2020
Q1 | $8.2M | Buy |
+64,737
| New | +$8.2M | 3.97% | 9 |
|