MWA
MFA 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 | $3.97M | Buy |
14,205
+13,150
| +1,246% | +$3.68M | 0.93% | 29 |
|
|
2025
Q1 | $273K | Buy |
1,055
+123
| +13% | +$31.8K | 0.07% | 76 |
|
|
2024
Q4 | $246K | Hold |
932
| – | – | 0.06% | 69 |
|
|
2024
Q3 | $246K | Hold |
932
| – | – | 0.05% | 87 |
|
|
2024
Q2 | $226K | Hold |
932
| – | – | 0.05% | 91 |
|
|
2024
Q1 | $233K | Hold |
932
| – | – | 0.06% | 79 |
|
|
2023
Q4 | $217K | Buy |
+932
| New | +$217K | 0.06% | 86 |
|
|
2023
Q1 | – | Sell |
-23,355
| Closed | -$4.76M | – | 79 |
|
|
2022
Q4 | $4.76M | Buy |
23,355
+828
| +4% | +$169K | 1.72% | 18 |
|
|
2022
Q3 | $4.24M | Buy |
22,527
+848
| +4% | +$159K | 1.57% | 19 |
|
|
2022
Q2 | $4.27M | Buy |
21,679
+1,373
| +7% | +$270K | 1.56% | 19 |
|
|
2022
Q1 | $4.83M | Buy |
20,306
+8,640
| +74% | +$2.05M | 1.54% | 22 |
|
|
2021
Q4 | $2.97M | Buy |
11,666
+100
| +0.9% | +$25.5K | 1.26% | 25 |
|
|
2021
Q3 | $2.74M | Sell |
11,566
-991
| -8% | -$235K | 1.26% | 25 |
|
|
2021
Q2 | $2.98M | Sell |
12,557
-291
| -2% | -$69.1K | 1.35% | 28 |
|
|
2021
Q1 | $2.86M | Buy |
+12,848
| New | +$2.86M | 1.39% | 28 |
|
|
2020
Q3 | – | Sell |
-101,048
| Closed | -$16.6M | – | 225 |
|
|
2020
Q2 | $16.6M | Buy |
101,048
+6,191
| +7% | +$1.01M | 10.71% | 1 |
|
|
2020
Q1 | $12.5M | Buy |
+94,857
| New | +$12.5M | 12.13% | 1 |
|