GWA
Gratus 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 | $11M | Sell |
39,253
-48
| -0.1% | -$13.4K | 1.66% | 15 |
|
|
2025
Q1 | $10.2M | Sell |
39,301
-1,193
| -3% | -$309K | 1.67% | 16 |
|
|
2024
Q4 | $10.7M | Sell |
40,494
-325
| -0.8% | -$85.8K | 1.71% | 16 |
|
|
2024
Q3 | $10.7M | Buy |
40,819
+382
| +0.9% | +$100K | 1.74% | 16 |
|
|
2024
Q2 | $10M | Sell |
40,437
-1,446
| -3% | -$359K | 1.73% | 17 |
|
|
2024
Q1 | $9.85M | Sell |
41,883
-36,322
| -46% | -$8.54M | 1.81% | 17 |
|
|
2023
Q4 | $18.2M | Buy |
+78,205
| New | +$18.2M | 3.59% | 11 |
|