PRWA
Platte River Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.73M | Sell |
36,875
-2,746
| -7% | -$724K | 2.61% | 10 |
|
|
2024
Q2 | $9.59M | Sell |
39,621
-701
| -2% | -$170K | 2.69% | 10 |
|
|
2024
Q1 | $10.1M | Buy |
40,322
+640
| +2% | +$160K | 2.87% | 8 |
|
|
2023
Q4 | $9.23M | Buy |
39,682
+841
| +2% | +$196K | 3.06% | 8 |
|
|
2023
Q3 | $8.09M | Buy |
38,841
+330
| +0.9% | +$68.7K | 2.96% | 8 |
|
|
2023
Q2 | $8.48M | Buy |
38,511
+875
| +2% | +$193K | 2.97% | 8 |
|
|
2023
Q1 | $7.94M | Sell |
37,636
-17,187
| -31% | -$3.63M | 3.05% | 8 |
|
|
2022
Q4 | $11.2M | Sell |
54,823
-229
| -0.4% | -$46.7K | 4.72% | 3 |
|
|
2022
Q3 | $10.3M | Buy |
55,052
+1,506
| +3% | +$283K | 4.63% | 3 |
|
|
2022
Q2 | $10.5M | Sell |
53,546
-1,191
| -2% | -$235K | 4.57% | 4 |
|
|
2022
Q1 | $13M | Buy |
54,737
+599
| +1% | +$142K | 4.75% | 5 |
|
|
2021
Q4 | $13.4M | Buy |
54,138
+4,181
| +8% | +$1.04M | 4.6% | 5 |
|
|
2021
Q3 | $11.8M | Buy |
49,957
+2,027
| +4% | +$480K | 4.38% | 5 |
|
|
2021
Q2 | $11.4M | Buy |
47,930
+2,078
| +5% | +$493K | 4.32% | 4 |
|
|
2021
Q1 | $10.4M | Buy |
45,852
+940
| +2% | +$213K | 4.28% | 5 |
|
|
2020
Q4 | $9.62M | Buy |
44,912
+2,062
| +5% | +$442K | 4.15% | 8 |
|
|
2020
Q3 | $7.55M | Sell |
42,850
-343
| -0.8% | -$60.5K | 3.89% | 8 |
|
|
2020
Q2 | $7.21M | Buy |
+43,193
| New | +$7.21M | 3.98% | 8 |
|
|
2019
Q4 | $833K | Buy |
+4,689
| New | +$833K | 0.44% | 68 |
|