MWA
MFA Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-68
| Closed | -$26.1K | – | 390 |
|
2024
Q3 | $26.1K | Sell |
68
-944
| -93% | -$362K | 0.01% | 238 |
|
2024
Q2 | $378K | Sell |
1,012
-1
| -0.1% | -$374 | 0.08% | 72 |
|
2024
Q1 | $349K | Sell |
1,013
-1
| -0.1% | -$344 | 0.09% | 69 |
|
2023
Q4 | $315K | Hold |
1,014
| – | – | 0.09% | 78 |
|
2023
Q3 | $276K | Buy |
1,014
+15
| +2% | +$4.09K | 0.09% | 70 |
|
2023
Q2 | $283K | Buy |
+999
| New | +$283K | 0.09% | 69 |
|