NEPWA
New England Private 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 | $1.2M | Sell |
4,185
-267
| -6% | -$76.6K | 0.18% | 81 |
|
|
2025
Q1 | $1.15M | Buy |
4,452
+89
| +2% | +$23K | 0.18% | 78 |
|
|
2024
Q4 | $1.15M | Buy |
4,363
+2,773
| +174% | +$733K | 0.18% | 79 |
|
|
2024
Q3 | $420K | Buy |
1,590
+23
| +1% | +$6.07K | 0.07% | 103 |
|
|
2024
Q2 | $379K | Buy |
1,567
+153
| +11% | +$37K | 0.07% | 105 |
|
|
2024
Q1 | $351K | Buy |
1,414
+4
| +0.3% | +$993 | 0.06% | 107 |
|
|
2023
Q4 | $328K | Buy |
1,410
+8
| +0.6% | +$1.86K | 0.06% | 106 |
|
|
2023
Q3 | $292K | Buy |
1,402
+6
| +0.4% | +$1.25K | 0.06% | 98 |
|
|
2023
Q2 | $308K | Buy |
1,396
+345
| +33% | +$76K | 0.06% | 94 |
|
|
2023
Q1 | $222K | Buy |
1,051
+4
| +0.4% | +$844 | 0.05% | 101 |
|
|
2022
Q4 | $214K | Buy |
+1,047
| New | +$214K | 0.05% | 98 |
|
|
2022
Q3 | – | Sell |
-998
| Closed | -$237K | – | 107 |
|
|
2022
Q2 | $237K | Sell |
998
-1
| -0.1% | -$237 | 0.04% | 94 |
|
|
2022
Q1 | $237K | Buy |
999
+3
| +0.3% | +$712 | 0.04% | 95 |
|
|
2021
Q4 | $253K | Buy |
996
+4
| +0.4% | +$1.02K | 0.04% | 92 |
|
|
2021
Q3 | $235K | Buy |
992
+2
| +0.2% | +$474 | 0.04% | 96 |
|
|
2021
Q2 | $235K | Buy |
990
+3
| +0.3% | +$712 | 0.04% | 97 |
|
|
2021
Q1 | $219K | Buy |
+987
| New | +$219K | 0.04% | 94 |
|