RWP
RWA Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.02M | Sell |
31,724
-496
| -2% | -$141K | 0.11% | 113 |
|
|
2025
Q1 | $7.88M | Sell |
32,220
-318
| -1% | -$77.8K | 0.1% | 115 |
|
|
2024
Q4 | $8.26M | Buy |
32,538
+9
| +0% | +$2.28K | 0.1% | 112 |
|
|
2024
Q3 | $7.92M | Sell |
32,529
-2,919
| -8% | -$711K | 0.1% | 112 |
|
|
2024
Q2 | $8.14M | Buy |
35,448
+310
| +0.9% | +$71.2K | 0.11% | 109 |
|
|
2024
Q1 | $8.29M | Buy |
35,138
+148
| +0.4% | +$34.9K | 0.11% | 106 |
|
|
2023
Q4 | $7.68M | Sell |
34,990
-1,970
| -5% | -$433K | 0.11% | 105 |
|
|
2023
Q3 | $7.2M | Buy |
36,960
+2,126
| +6% | +$414K | 0.16% | 68 |
|
|
2023
Q2 | $7.17M | Sell |
34,834
-516
| -1% | -$106K | 0.16% | 60 |
|
|
2023
Q1 | $6.89M | Sell |
35,350
-335
| -0.9% | -$65.3K | 0.17% | 55 |
|
|
2022
Q4 | $6.69M | Sell |
35,685
-60,771
| -63% | -$11.4M | 0.17% | 60 |
|
|
2022
Q3 | $16.5M | Buy |
96,456
+5,400
| +6% | +$921K | 1.16% | 15 |
|
|
2022
Q2 | $16M | Sell |
91,056
-4,437
| -5% | -$778K | 1.08% | 15 |
|
|
2022
Q1 | $21.3M | Buy |
95,493
+1,298
| +1% | +$289K | 1.38% | 17 |
|
|
2021
Q4 | $24M | Buy |
94,195
+1,459
| +2% | +$371K | 1.61% | 13 |
|
|
2021
Q3 | $21.9M | Buy |
92,736
+1,837
| +2% | +$434K | 1.64% | 13 |
|
|
2021
Q2 | $21.5M | Buy |
90,899
+936
| +1% | +$221K | 1.6% | 13 |
|
|
2021
Q1 | $19.3M | Sell |
89,963
-3,957
| -4% | -$849K | 1.56% | 14 |
|
|
2020
Q4 | $19.9M | Buy |
93,920
+1,739
| +2% | +$369K | 1.77% | 12 |
|
|
2020
Q3 | $16.6M | Buy |
92,181
+2,043
| +2% | +$368K | 1.75% | 12 |
|
|
2020
Q2 | $14.9M | Buy |
90,138
+18,446
| +26% | +$3.05M | 1.82% | 15 |
|
|
2020
Q1 | $9.08M | Buy |
71,692
+6,815
| +11% | +$863K | 1.29% | 16 |
|
|
2019
Q4 | $10.3M | Buy |
64,877
+624
| +1% | +$99.1K | 1.02% | 25 |
|
|
2019
Q3 | $9.52M | Sell |
64,253
-7,957
| -11% | -$1.18M | 1.01% | 26 |
|
|
2019
Q2 | $10.8M | Buy |
72,210
+2,902
| +4% | +$433K | 1.16% | 26 |
|
|
2019
Q1 | $9.9M | Buy |
69,308
+14,702
| +27% | +$2.1M | 1.13% | 26 |
|
|
2018
Q4 | $6.54M | Sell |
54,606
-2,833
| -5% | -$339K | 0.86% | 27 |
|
|
2018
Q3 | $8.19M | Buy |
57,439
+30,082
| +110% | +$4.29M | 0.92% | 27 |
|
|
2018
Q2 | $3.68M | Buy |
27,357
+15,054
| +122% | +$2.02M | 0.41% | 61 |
|
|
2018
Q1 | $1.6M | Buy |
12,303
+6,226
| +102% | +$807K | 0.21% | 90 |
|
|
2017
Q4 | $776K | Buy |
6,077
+191
| +3% | +$24.4K | 0.09% | 132 |
|
|
2017
Q3 | $717K | Sell |
5,886
-838
| -12% | -$102K | 0.08% | 132 |
|
|
2017
Q2 | $791K | Buy |
6,724
+72
| +1% | +$8.47K | 0.1% | 110 |
|
|
2017
Q1 | $751K | Buy |
+6,652
| New | +$751K | 0.1% | 108 |
|