SWA
SOA Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
61,150
+8,004
| +15% | +$1.32M | 1.89% | 10 |
|
|
2025
Q1 | $8.53M | Buy |
53,146
+1,706
| +3% | +$274K | 1.78% | 13 |
|
|
2024
Q4 | $8.32M | Buy |
51,440
+10,043
| +24% | +$1.62M | 1.53% | 15 |
|
|
2024
Q3 | $6.94M | Buy |
41,397
+67
| +0.2% | +$11.2K | 1.32% | 18 |
|
|
2024
Q2 | $6.22M | Sell |
41,330
-1,852
| -4% | -$279K | 1.25% | 18 |
|
|
2024
Q1 | $6.73M | Sell |
43,182
-678
| -2% | -$106K | 1.39% | 17 |
|
|
2023
Q4 | $6.36M | Sell |
43,860
-2,172
| -5% | -$315K | 1.42% | 16 |
|
|
2023
Q3 | $6.03M | Sell |
46,032
-5,304
| -10% | -$695K | 1.5% | 16 |
|
|
2023
Q2 | $7.1M | Sell |
51,336
-1,162
| -2% | -$161K | 1.66% | 13 |
|
|
2023
Q1 | $7.04M | Buy |
52,498
+164
| +0.3% | +$22K | 1.73% | 14 |
|
|
2022
Q4 | $7.08M | Buy |
52,334
+2,474
| +5% | +$335K | 1.9% | 11 |
|
|
2022
Q3 | $6.07M | Buy |
49,860
+5,941
| +14% | +$723K | 1.83% | 12 |
|
|
2022
Q2 | $5.69M | Buy |
43,919
+12,441
| +40% | +$1.61M | 1.68% | 11 |
|
|
2022
Q1 | $4.71M | Buy |
31,478
+1,286
| +4% | +$192K | 1.15% | 21 |
|
|
2021
Q4 | $4.53M | Buy |
30,192
+2,833
| +10% | +$425K | 1.1% | 22 |
|
|
2021
Q3 | $3.82M | Buy |
27,359
+8,310
| +44% | +$1.16M | 0.98% | 26 |
|
|
2021
Q2 | $2.68M | Buy |
19,049
+1,061
| +6% | +$149K | 0.69% | 40 |
|
|
2021
Q1 | $2.43M | Buy |
17,988
+119
| +0.7% | +$16K | 0.68% | 41 |
|
|
2020
Q4 | $2.27M | Buy |
+17,869
| New | +$2.27M | 0.62% | 43 |
|