PIWA
Prevail Innovative 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 | $296K | Buy |
+1,058
| New | +$296K | 0.07% | 176 |
|
|
2025
Q1 | – | Sell |
-1,018
| Closed | -$269K | – | 196 |
|
|
2024
Q4 | $269K | Buy |
+1,018
| New | +$269K | 0.08% | 142 |
|
|
2023
Q3 | – | Sell |
-13,260
| Closed | -$2.92M | – | 159 |
|
|
2023
Q2 | $2.92M | Buy |
+13,260
| New | +$2.92M | 1.6% | 19 |
|