LWANC
Laurel Wealth Advisors (North Carolina)’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
99,620
+99,264
| +27,883% | +$355K | 0.01% | 372 |
|
|
2025
Q1 | $92.1K | Hold |
356
| – | – | 0.01% | 249 |
|
|
2024
Q4 | $94K | Sell |
356
-8
| -2% | -$2.11K | 0.01% | 244 |
|
|
2024
Q3 | $96K | Buy |
364
+8
| +2% | +$2.11K | 0.02% | 241 |
|
|
2024
Q2 | $86.2K | Sell |
356
-119
| -25% | -$28.8K | 0.02% | 240 |
|
|
2024
Q1 | $119K | Hold |
475
| – | – | 0.02% | 220 |
|
|
2023
Q4 | $111K | Hold |
475
| – | – | 0.02% | 217 |
|
|
2023
Q3 | $98.9K | Sell |
475
-53
| -10% | -$11K | 0.02% | 221 |
|
|
2023
Q2 | $116K | Hold |
528
| – | – | 0.02% | 210 |
|
|
2023
Q1 | $111K | Buy |
528
+142
| +37% | +$30K | 0.02% | 211 |
|
|
2022
Q4 | $78.7K | Hold |
386
| – | – | 0.02% | 226 |
|
|
2022
Q3 | $73K | Hold |
386
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $76K | Hold |
386
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $92K | Hold |
386
| – | – | 0.02% | 223 |
|
|
2021
Q4 | $98K | Hold |
386
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $91K | Sell |
386
-40
| -9% | -$9.43K | 0.02% | 214 |
|
|
2021
Q2 | $101K | Hold |
426
| – | – | 0.02% | 216 |
|
|
2021
Q1 | $94K | Hold |
426
| – | – | 0.02% | 213 |
|
|
2020
Q4 | $88K | Sell |
426
-13
| -3% | -$2.69K | 0.02% | 208 |
|
|
2020
Q3 | $77K | Hold |
439
| – | – | 0.02% | 200 |
|
|
2020
Q2 | $72K | Hold |
439
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $58K | Hold |
439
| – | – | 0.02% | 208 |
|
|
2019
Q4 | $78K | Hold |
439
| – | – | 0.02% | 207 |
|
|
2019
Q3 | $74K | Hold |
439
| – | – | 0.03% | 208 |
|
|
2019
Q2 | $73K | Hold |
439
| – | – | 0.03% | 206 |
|
|
2019
Q1 | $71K | Hold |
439
| – | – | 0.03% | 206 |
|
|
2018
Q4 | $61K | Buy |
+439
| New | +$61K | 0.02% | 200 |
|