SWA
SOA 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 | $3.15M | Sell |
11,258
-783
| -7% | -$219K | 0.59% | 34 |
|
|
2025
Q1 | $3.11M | Sell |
12,041
-49
| -0.4% | -$12.7K | 0.65% | 32 |
|
|
2024
Q4 | $3.19M | Sell |
12,090
-106
| -0.9% | -$28K | 0.59% | 36 |
|
|
2024
Q3 | $3.22M | Sell |
12,196
-94
| -0.8% | -$24.8K | 0.61% | 39 |
|
|
2024
Q2 | $2.98M | Sell |
12,290
-437
| -3% | -$106K | 0.6% | 38 |
|
|
2024
Q1 | $3.18M | Buy |
12,727
+1
| +0% | +$250 | 0.66% | 34 |
|
|
2023
Q4 | $2.96M | Sell |
12,726
-297
| -2% | -$69.1K | 0.66% | 36 |
|
|
2023
Q3 | $2.71M | Sell |
13,023
-92
| -0.7% | -$19.2K | 0.67% | 34 |
|
|
2023
Q2 | $2.89M | Sell |
13,115
-772
| -6% | -$170K | 0.68% | 35 |
|
|
2023
Q1 | $2.93M | Buy |
13,887
+19
| +0.1% | +$4.01K | 0.72% | 32 |
|
|
2022
Q4 | $2.83M | Sell |
13,868
-709
| -5% | -$145K | 0.76% | 33 |
|
|
2022
Q3 | $2.74M | Buy |
14,577
+166
| +1% | +$31.2K | 0.82% | 29 |
|
|
2022
Q2 | $2.84M | Sell |
14,411
-259
| -2% | -$51K | 0.84% | 30 |
|
|
2022
Q1 | $3.49M | Buy |
14,670
+10
| +0.1% | +$2.38K | 0.85% | 30 |
|
|
2021
Q4 | $3.74M | Sell |
14,660
-179
| -1% | -$45.6K | 0.91% | 31 |
|
|
2021
Q3 | $3.51M | Buy |
14,839
+79
| +0.5% | +$18.7K | 0.9% | 33 |
|
|
2021
Q2 | $3.5M | Sell |
14,760
-344
| -2% | -$81.6K | 0.9% | 32 |
|
|
2021
Q1 | $3.34M | Sell |
15,104
-222
| -1% | -$49.1K | 0.94% | 32 |
|
|
2020
Q4 | $3.39M | Buy |
+15,326
| New | +$3.39M | 0.92% | 30 |
|