NEWAS
N.E.W. Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
7,929
-740
| -9% | -$207K | 0.22% | 50 |
|
|
2025
Q1 | $2.24M | Buy |
8,669
+820
| +10% | +$212K | 0.17% | 63 |
|
|
2024
Q4 | $2.07M | Buy |
7,849
+304
| +4% | +$80.3K | 0.2% | 61 |
|
|
2024
Q3 | $1.99M | Buy |
7,545
+247
| +3% | +$65.2K | 0.2% | 57 |
|
|
2024
Q2 | $1.77M | Sell |
7,298
-939
| -11% | -$227K | 0.19% | 56 |
|
|
2024
Q1 | $2.06M | Sell |
8,237
-160
| -2% | -$40K | 0.23% | 55 |
|
|
2023
Q4 | $1.95M | Sell |
8,397
-474
| -5% | -$110K | 0.24% | 52 |
|
|
2023
Q3 | $1.85M | Buy |
8,871
+90
| +1% | +$18.7K | 0.26% | 53 |
|
|
2023
Q2 | $1.93M | Sell |
8,781
-858
| -9% | -$189K | 0.27% | 41 |
|
|
2023
Q1 | $2.03M | Sell |
9,639
-203
| -2% | -$42.8K | 0.3% | 39 |
|
|
2022
Q4 | $2.01M | Buy |
9,842
+558
| +6% | +$114K | 0.31% | 40 |
|
|
2022
Q3 | $1.75M | Sell |
9,284
-992
| -10% | -$187K | 0.32% | 38 |
|
|
2022
Q2 | $2.02M | Sell |
10,276
-6,515
| -39% | -$1.28M | 0.35% | 35 |
|
|
2022
Q1 | $3.73M | Buy |
16,791
+5,665
| +51% | +$1.26M | 0.71% | 24 |
|
|
2021
Q4 | $2.84M | Sell |
11,126
-460
| -4% | -$117K | 0.43% | 31 |
|
|
2021
Q3 | $2.74M | Sell |
11,586
-1,254
| -10% | -$297K | 0.45% | 31 |
|
|
2021
Q2 | $3.04M | Sell |
12,840
-3,797
| -23% | -$899K | 0.51% | 27 |
|
|
2021
Q1 | $3.73M | Sell |
16,637
-2,525
| -13% | -$566K | 0.7% | 25 |
|
|
2020
Q4 | $3.97M | Sell |
19,162
-5,919
| -24% | -$1.23M | 0.83% | 22 |
|
|
2020
Q3 | $4.42M | Sell |
25,081
-1,575
| -6% | -$277K | 1.25% | 19 |
|
|
2020
Q2 | $4.37M | Buy |
+26,656
| New | +$4.37M | 1.36% | 18 |
|
|
2019
Q4 | $5.72M | Buy |
+32,129
| New | +$5.72M | 1.85% | 16 |
|