EWA
Etesian Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
5,276
-60
| -1% | -$16.8K | 0.55% | 50 |
|
|
2025
Q1 | $1.38M | Sell |
5,336
-101
| -2% | -$26.1K | 0.59% | 52 |
|
|
2024
Q4 | $1.44M | Sell |
5,437
-322
| -6% | -$85.1K | 0.64% | 47 |
|
|
2024
Q3 | $1.52M | Buy |
5,759
+2,547
| +79% | +$672K | 0.69% | 42 |
|
|
2024
Q2 | $778K | Hold |
3,212
| – | – | 0.44% | 70 |
|
|
2024
Q1 | $803K | Sell |
3,212
-243
| -7% | -$60.7K | 0.46% | 66 |
|
|
2023
Q4 | $808K | Hold |
3,455
| – | – | 0.49% | 66 |
|
|
2023
Q3 | $719K | Hold |
3,455
| – | – | 0.48% | 68 |
|
|
2023
Q2 | $761K | Hold |
3,455
| – | – | 0.5% | 66 |
|
|
2023
Q1 | $729K | Sell |
3,455
-1,000
| -22% | -$211K | 0.49% | 68 |
|
|
2022
Q4 | $908K | Buy |
+4,455
| New | +$908K | 0.66% | 52 |
|