GWANC
Guardian Wealth Advisors (North Carolina)’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 539 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$101 | – | 448 |
|
|
2024
Q2 | $101 | Sell |
1
-75
| -99% | -$7.58K | ﹤0.01% | 435 |
|
|
2024
Q1 | $18K | Sell |
76
-10
| -12% | -$2.37K | ﹤0.01% | 367 |
|
|
2023
Q4 | $17.8K | Hold |
86
| – | – | ﹤0.01% | 357 |
|
|
2023
Q3 | $17.8K | Hold |
86
| – | – | ﹤0.01% | 337 |
|
|
2023
Q2 | $17.7K | Hold |
86
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $16.8K | Hold |
86
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $15.5K | Hold |
86
| – | – | ﹤0.01% | 302 |
|
|
2022
Q3 | $15K | Sell |
86
-67
| -44% | -$11.7K | ﹤0.01% | 277 |
|
|
2022
Q2 | $27K | Hold |
153
| – | – | ﹤0.01% | 259 |
|
|
2022
Q1 | $34K | Hold |
153
| – | – | 0.01% | 198 |
|
|
2021
Q4 | $39K | Buy |
+153
| New | +$39K | 0.02% | 182 |
|