PFWA
Paces Ferry 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 | $593K | Hold |
2,121
| – | – | 0.27% | 52 |
|
|
2025
Q1 | $548K | Hold |
2,121
| – | – | 0.27% | 54 |
|
|
2024
Q4 | $560K | Hold |
2,121
| – | – | 0.27% | 54 |
|
|
2024
Q3 | $559K | Buy |
2,121
+16
| +0.8% | +$4.22K | 0.32% | 52 |
|
|
2024
Q2 | $510K | Hold |
2,105
| – | – | 0.31% | 56 |
|
|
2024
Q1 | $526K | Buy |
2,105
+8
| +0.4% | +$2K | 0.34% | 56 |
|
|
2023
Q4 | $488K | Buy |
2,097
+11
| +0.5% | +$2.56K | 0.34% | 58 |
|
|
2023
Q3 | $434K | Buy |
2,086
+8
| +0.4% | +$1.67K | 0.34% | 60 |
|
|
2023
Q2 | $458K | Buy |
2,078
+7
| +0.3% | +$1.54K | 0.34% | 58 |
|
|
2023
Q1 | $437K | Sell |
2,071
-192
| -8% | -$40.5K | 0.35% | 59 |
|
|
2022
Q4 | $461K | Buy |
2,263
+12
| +0.5% | +$2.45K | 0.45% | 49 |
|
|
2022
Q3 | $423K | Buy |
2,251
+10
| +0.4% | +$1.88K | 0.46% | 50 |
|
|
2022
Q2 | $441K | Buy |
2,241
+7
| +0.3% | +$1.38K | 0.43% | 51 |
|
|
2022
Q1 | $531K | Buy |
2,234
+7
| +0.3% | +$1.66K | 0.42% | 52 |
|
|
2021
Q4 | $567K | Buy |
2,227
+8
| +0.4% | +$2.04K | 0.41% | 52 |
|
|
2021
Q3 | $525K | Buy |
2,219
+5
| +0.2% | +$1.18K | 0.42% | 59 |
|
|
2021
Q2 | $525K | Buy |
2,214
+7
| +0.3% | +$1.66K | 0.4% | 58 |
|
|
2021
Q1 | $489K | Sell |
2,207
-113
| -5% | -$25K | 0.43% | 55 |
|
|
2020
Q4 | $480K | Hold |
2,320
| – | – | 0.44% | 55 |
|
|
2020
Q3 | $409K | Buy |
+2,320
| New | +$409K | 0.36% | 63 |
|