RWA
Roberts 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
Q1 | – | Sell |
-1,547
| Closed | -$417K | – | 106 |
|
|
2024
Q4 | $417K | Buy |
1,547
+591
| +62% | +$159K | 0.13% | 81 |
|
|
2024
Q3 | $251K | Hold |
956
| – | – | 0.08% | 89 |
|
|
2024
Q2 | $231K | Hold |
956
| – | – | 0.08% | 88 |
|
|
2024
Q1 | $227K | Buy |
+956
| New | +$227K | 0.08% | 90 |
|
|
2023
Q4 | – | Sell |
-956
| Closed | -$200K | – | 83 |
|
|
2023
Q3 | $200K | Hold |
956
| – | – | 0.09% | 88 |
|
|
2023
Q2 | $210K | Buy |
+956
| New | +$210K | 0.09% | 84 |
|