RWA
Rooted 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 | $11.6M | Buy |
41,038
+1,259
| +3% | +$355K | 4% | 7 |
|
|
2025
Q1 | $9.32M | Sell |
39,779
-1,386
| -3% | -$325K | 4.02% | 9 |
|
|
2024
Q4 | $10.9M | Buy |
41,165
+40,284
| +4,573% | +$10.7M | 4.28% | 7 |
|
|
2024
Q3 | $230K | Sell |
881
-9,547
| -92% | -$2.49M | 0.1% | 89 |
|
|
2024
Q2 | $2.6M | Buy |
10,428
+828
| +9% | +$207K | 1.15% | 23 |
|
|
2024
Q1 | $2.36M | Sell |
9,600
-4,798
| -33% | -$1.18M | 1.16% | 23 |
|
|
2023
Q4 | $3.34M | Buy |
14,398
+1,976
| +16% | +$458K | 1.75% | 17 |
|
|
2023
Q3 | $2.66M | Buy |
12,422
+10,454
| +531% | +$2.24M | 1.64% | 17 |
|
|
2023
Q2 | $433K | Buy |
+1,968
| New | +$433K | 0.29% | 49 |
|
|
2023
Q1 | – | Sell |
-6,604
| Closed | -$1.35M | – | 91 |
|
|
2022
Q4 | $1.35M | Buy |
+6,604
| New | +$1.35M | 1.13% | 28 |
|