FMWA
Forvis Mazars 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 | $13.1M | Buy |
46,702
+723
| +2% | +$202K | 0.28% | 47 |
|
|
2025
Q1 | $11.9M | Buy |
45,979
+11,918
| +35% | +$3.08M | 0.29% | 48 |
|
|
2024
Q4 | $9M | Sell |
34,061
-5,430
| -14% | -$1.43M | 0.21% | 59 |
|
|
2024
Q3 | $10.4M | Sell |
39,491
-6,298
| -14% | -$1.66M | 0.24% | 55 |
|
|
2024
Q2 | $11.1M | Sell |
45,789
-4,867
| -10% | -$1.18M | 0.28% | 50 |
|
|
2024
Q1 | $12.7M | Buy |
50,656
+8,161
| +19% | +$2.04M | 0.32% | 48 |
|
|
2023
Q4 | $9.89M | Sell |
42,495
-3,161
| -7% | -$735K | 0.28% | 54 |
|
|
2023
Q3 | $9.51M | Sell |
45,656
-11,689
| -20% | -$2.43M | 0.29% | 59 |
|
|
2023
Q2 | $12.6M | Sell |
57,345
-6,563
| -10% | -$1.44M | 0.37% | 46 |
|
|
2023
Q1 | $13.5M | Buy |
63,908
+15,045
| +31% | +$3.17M | 0.44% | 40 |
|
|
2022
Q4 | $9.96M | Sell |
48,863
-1,312
| -3% | -$267K | 0.35% | 53 |
|
|
2022
Q3 | $9.43M | Sell |
50,175
-4,869
| -9% | -$915K | 0.38% | 44 |
|
|
2022
Q2 | $10.8M | Sell |
55,044
-80,495
| -59% | -$15.9M | 0.44% | 38 |
|
|
2022
Q1 | $32.2M | Buy |
135,539
+7,055
| +5% | +$1.68M | 1.37% | 8 |
|
|
2021
Q4 | $32.7M | Buy |
128,484
+4,181
| +3% | +$1.07M | 1.38% | 9 |
|
|
2021
Q3 | $29.4M | Buy |
124,303
+7,414
| +6% | +$1.76M | 1.35% | 9 |
|
|
2021
Q2 | $27.7M | Buy |
116,889
+440
| +0.4% | +$104K | 1.29% | 11 |
|
|
2021
Q1 | $25.8M | Buy |
116,449
+6,565
| +6% | +$1.45M | 1.28% | 11 |
|
|
2020
Q4 | $22.7M | Buy |
109,884
+12,932
| +13% | +$2.67M | 1.14% | 15 |
|
|
2020
Q3 | $17.1M | Buy |
96,952
+37,483
| +63% | +$6.61M | 1% | 16 |
|
|
2020
Q2 | $9.75M | Buy |
59,469
+54,717
| +1,151% | +$8.97M | 0.63% | 22 |
|
|
2020
Q1 | $626K | Sell |
4,752
-117
| -2% | -$15.4K | 0.05% | 148 |
|
|
2019
Q4 | $868K | Hold |
4,869
| – | – | 0.06% | 127 |
|
|
2019
Q3 | $816K | Buy |
4,869
+1,337
| +38% | +$224K | 0.07% | 119 |
|
|
2019
Q2 | $590K | Sell |
3,532
-1,195
| -25% | -$200K | 0.05% | 147 |
|
|
2019
Q1 | $760K | Buy |
4,727
+115
| +2% | +$18.5K | 0.06% | 123 |
|
|
2018
Q4 | $637K | Sell |
4,612
-3,759
| -45% | -$519K | 0.07% | 115 |
|
|
2018
Q3 | $1.37M | Buy |
8,371
+23
| +0.3% | +$3.78K | 0.12% | 90 |
|
|
2018
Q2 | $1.32M | Sell |
8,348
-909
| -10% | -$143K | 0.13% | 91 |
|
|
2018
Q1 | $1.43M | Buy |
+9,257
| New | +$1.43M | 0.14% | 82 |
|