IWA
Inspirion Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.2M | Sell |
287,130
-2,503
| -0.9% | -$412K | 6.25% | 4 |
|
|
2025
Q1 | $46.5M | Buy |
289,633
+5,494
| +2% | +$882K | 6.46% | 4 |
|
|
2024
Q4 | $46M | Buy |
284,139
+9,698
| +4% | +$1.57M | 6.42% | 4 |
|
|
2024
Q3 | $46M | Buy |
274,441
+6,240
| +2% | +$1.05M | 6.43% | 4 |
|
|
2024
Q2 | $40.3M | Buy |
268,201
+6,997
| +3% | +$1.05M | 6.17% | 4 |
|
|
2024
Q1 | $40.7M | Buy |
261,204
+6,119
| +2% | +$954K | 6.73% | 5 |
|
|
2023
Q4 | $37.1M | Buy |
255,085
+7,882
| +3% | +$1.15M | 6.68% | 5 |
|
|
2023
Q3 | $32.4M | Buy |
247,203
+5,898
| +2% | +$772K | 6.31% | 4 |
|
|
2023
Q2 | $33.4M | Buy |
241,305
+8,329
| +4% | +$1.15M | 6.4% | 4 |
|
|
2023
Q1 | $31.2M | Buy |
232,976
+2,412
| +1% | +$323K | 6.26% | 4 |
|
|
2022
Q4 | $31.2M | Sell |
230,564
-13,160
| -5% | -$1.78M | 6.61% | 3 |
|
|
2022
Q3 | $29.7M | Buy |
243,724
+52
| +0% | +$6.33K | 6.69% | 3 |
|
|
2022
Q2 | $31.6M | Sell |
243,672
-1,576
| -0.6% | -$204K | 6.93% | 3 |
|
|
2022
Q1 | $36.7M | Buy |
245,248
+3,265
| +1% | +$489K | 7.51% | 3 |
|
|
2021
Q4 | $36.4M | Buy |
241,983
+3,023
| +1% | +$454K | 7.67% | 1 |
|
|
2021
Q3 | $33.4M | Buy |
238,960
+701
| +0.3% | +$97.9K | 7.67% | 1 |
|
|
2021
Q2 | $33.5M | Buy |
238,259
+3,859
| +2% | +$542K | 8.25% | 1 |
|
|
2021
Q1 | $31.6M | Buy |
234,400
+698
| +0.3% | +$94.1K | 8.38% | 1 |
|
|
2020
Q4 | $27.8M | Buy |
233,702
+7,848
| +3% | +$934K | 7.83% | 3 |
|
|
2020
Q3 | $22.9M | Buy |
225,854
+222,253
| +6,172% | +$22.5M | 7.87% | 4 |
|
|
2020
Q2 | $345K | Buy |
+3,601
| New | +$345K | 0.14% | 54 |
|