RWP
RWA Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
19,843
-238
| -1% | -$66.6K | 0.07% | 151 |
|
|
2025
Q1 | $5.19M | Buy |
20,081
+3,721
| +23% | +$962K | 0.07% | 144 |
|
|
2024
Q4 | $4.32M | Buy |
16,360
+1,679
| +11% | +$443K | 0.05% | 162 |
|
|
2024
Q3 | $3.87M | Buy |
14,681
+2,054
| +16% | +$542K | 0.05% | 176 |
|
|
2024
Q2 | $3.06M | Buy |
12,627
+2,348
| +23% | +$568K | 0.04% | 193 |
|
|
2024
Q1 | $2.57M | Buy |
10,279
+826
| +9% | +$206K | 0.03% | 209 |
|
|
2023
Q4 | $2.2M | Buy |
9,453
+2,697
| +40% | +$627K | 0.03% | 218 |
|
|
2023
Q3 | $1.41M | Buy |
6,756
+395
| +6% | +$82.3K | 0.03% | 169 |
|
|
2023
Q2 | $1.4M | Buy |
6,361
+3,013
| +90% | +$663K | 0.03% | 154 |
|
|
2023
Q1 | $706K | Buy |
3,348
+1,125
| +51% | +$237K | 0.02% | 149 |
|
|
2022
Q4 | $474K | Sell |
2,223
-91
| -4% | -$19.4K | 0.01% | 175 |
|
|
2022
Q3 | $435K | Buy |
2,314
+438
| +23% | +$82.3K | 0.03% | 170 |
|
|
2022
Q2 | $370K | Sell |
1,876
-379
| -17% | -$74.7K | 0.03% | 179 |
|
|
2022
Q1 | $536K | Buy |
2,255
+197
| +10% | +$46.8K | 0.03% | 159 |
|
|
2021
Q4 | $524K | Buy |
2,058
+374
| +22% | +$95.2K | 0.04% | 168 |
|
|
2021
Q3 | $399K | Buy |
1,684
+4
| +0.2% | +$948 | 0.03% | 176 |
|
|
2021
Q2 | $399K | Hold |
1,680
| – | – | 0.03% | 183 |
|
|
2021
Q1 | $372K | Sell |
1,680
-22
| -1% | -$4.87K | 0.03% | 180 |
|
|
2020
Q4 | $352K | Sell |
1,702
-34
| -2% | -$7.03K | 0.03% | 182 |
|
|
2020
Q3 | $306K | Sell |
1,736
-620
| -26% | -$109K | 0.03% | 174 |
|
|
2020
Q2 | $386K | Hold |
2,356
| – | – | 0.05% | 157 |
|
|
2020
Q1 | $310K | Sell |
2,356
-10,968
| -82% | -$1.44M | 0.04% | 160 |
|
|
2019
Q4 | $2.37M | Buy |
13,324
+1,620
| +14% | +$289K | 0.24% | 84 |
|
|
2019
Q3 | $1.96M | Buy |
11,704
+8,251
| +239% | +$1.38M | 0.21% | 93 |
|
|
2019
Q2 | $577K | Buy |
3,453
+85
| +3% | +$14.2K | 0.06% | 153 |
|
|
2019
Q1 | $541K | Buy |
3,368
+342
| +11% | +$54.9K | 0.06% | 154 |
|
|
2018
Q4 | $418K | Sell |
3,026
-29
| -0.9% | -$4.01K | 0.06% | 155 |
|
|
2018
Q3 | $502K | Buy |
3,055
+23
| +0.8% | +$3.78K | 0.06% | 147 |
|
|
2018
Q2 | $478K | Sell |
3,032
-320
| -10% | -$50.4K | 0.05% | 159 |
|
|
2018
Q1 | $517K | Sell |
3,352
-903
| -21% | -$139K | 0.07% | 138 |
|
|
2017
Q4 | $659K | Sell |
4,255
-113
| -3% | -$17.5K | 0.07% | 144 |
|
|
2017
Q3 | $642K | Sell |
4,368
-17
| -0.4% | -$2.5K | 0.07% | 141 |
|
|
2017
Q2 | $625K | Sell |
4,385
-35
| -0.8% | -$4.99K | 0.08% | 121 |
|
|
2017
Q1 | $615K | Buy |
4,420
+537
| +14% | +$74.7K | 0.08% | 120 |
|
|
2016
Q4 | $511K | Buy |
+3,883
| New | +$511K | 0.46% | 20 |
|