LWS Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.38M | Sell |
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|
2023
Q3 | $3.95M | Buy |
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|
2023
Q2 | $4.12M | Buy |
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|
2023
Q1 | $3.83M | Buy |
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|
2022
Q4 | $3.55M | Sell |
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|
2022
Q3 | $3.28M | Buy |
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|
2022
Q2 | $3.35M | Sell |
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|
2022
Q1 | $4.22M | Sell |
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|
2021
Q4 | $4.56M | Buy |
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|
2021
Q3 | $4.16M | Buy |
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|
2021
Q2 | $3.98M | Sell |
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|
2021
Q1 | $4.74M | Sell |
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|
2020
Q4 | $4.98M | Sell |
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|
2020
Q3 | $4.31M | Buy |
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|
2020
Q2 | $4.01M | Buy |
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|
2020
Q1 | $2.69M | Buy |
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|
2019
Q4 | $581K | Buy |
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