NEWAS
N.E.W. Advisory Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
1,688
-275
| -14% | -$78.2K | 0.05% | 117 |
|
|
2025
Q1 | $480K | Buy |
1,963
+226
| +13% | +$55.3K | 0.04% | 134 |
|
|
2024
Q4 | $441K | Sell |
1,737
-20
| -1% | -$5.08K | 0.04% | 122 |
|
|
2024
Q3 | $428K | Sell |
1,757
-22
| -1% | -$5.36K | 0.04% | 125 |
|
|
2024
Q2 | $408K | Hold |
1,779
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $419K | Buy |
1,779
+84
| +5% | +$19.8K | 0.05% | 114 |
|
|
2023
Q4 | $372K | Sell |
1,695
-4
| -0.2% | -$878 | 0.05% | 119 |
|
|
2023
Q3 | $331K | Sell |
1,699
-30
| -2% | -$5.84K | 0.05% | 117 |
|
|
2023
Q2 | $356K | Sell |
1,729
-192
| -10% | -$39.5K | 0.05% | 100 |
|
|
2023
Q1 | $374K | Sell |
1,921
-1
| -0.1% | -$195 | 0.05% | 95 |
|
|
2022
Q4 | $346K | Sell |
1,922
-41
| -2% | -$7.37K | 0.05% | 96 |
|
|
2022
Q3 | $335K | Sell |
1,963
-113
| -5% | -$19.3K | 0.06% | 92 |
|
|
2022
Q2 | $364K | Sell |
2,076
-269
| -11% | -$47.2K | 0.06% | 86 |
|
|
2022
Q1 | $502K | Hold |
2,345
| – | – | 0.1% | 79 |
|
|
2021
Q4 | $597K | Hold |
2,345
| – | – | 0.09% | 73 |
|
|
2021
Q3 | $554K | Hold |
2,345
| – | – | 0.09% | 78 |
|
|
2021
Q2 | $555K | Hold |
2,345
| – | – | 0.09% | 77 |
|
|
2021
Q1 | $510K | Sell |
2,345
-32
| -1% | -$6.96K | 0.1% | 79 |
|
|
2020
Q4 | $506K | Hold |
2,377
| – | – | 0.11% | 87 |
|
|
2020
Q3 | $429K | Hold |
2,377
| – | – | 0.12% | 68 |
|
|
2020
Q2 | $392K | Buy |
+2,377
| New | +$392K | 0.12% | 64 |
|
|
2019
Q4 | $439K | Buy |
+2,758
| New | +$439K | 0.14% | 62 |
|