SWA
SOA Wealth Advisors’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 | $6.65M | Sell |
23,368
-5,342
| -19% | -$1.52M | 1.25% | 17 |
|
|
2025
Q1 | $7.02M | Buy |
28,710
+56
| +0.2% | +$13.7K | 1.47% | 17 |
|
|
2024
Q4 | $7.27M | Sell |
28,654
-676
| -2% | -$172K | 1.34% | 18 |
|
|
2024
Q3 | $7.14M | Sell |
29,330
-441
| -1% | -$107K | 1.36% | 17 |
|
|
2024
Q2 | $6.83M | Sell |
29,771
-3,446
| -10% | -$791K | 1.37% | 16 |
|
|
2024
Q1 | $7.83M | Sell |
33,217
-401
| -1% | -$94.6K | 1.62% | 16 |
|
|
2023
Q4 | $7.38M | Sell |
33,618
-321
| -0.9% | -$70.5K | 1.64% | 14 |
|
|
2023
Q3 | $6.61M | Sell |
33,939
-2,548
| -7% | -$496K | 1.64% | 15 |
|
|
2023
Q2 | $7.51M | Sell |
36,487
-14,111
| -28% | -$2.9M | 1.76% | 12 |
|
|
2023
Q1 | $9.86M | Sell |
50,598
-682
| -1% | -$133K | 2.43% | 7 |
|
|
2022
Q4 | $9.22M | Sell |
51,280
-2,312
| -4% | -$416K | 2.48% | 7 |
|
|
2022
Q3 | $9.14M | Sell |
53,592
-651
| -1% | -$111K | 2.75% | 6 |
|
|
2022
Q2 | $9.51M | Buy |
54,243
+7,943
| +17% | +$1.39M | 2.8% | 6 |
|
|
2022
Q1 | $10.3M | Buy |
46,300
+34,619
| +296% | +$7.71M | 2.52% | 7 |
|
|
2021
Q4 | $2.98M | Buy |
11,681
+37
| +0.3% | +$9.45K | 0.72% | 39 |
|
|
2021
Q3 | $2.75M | Buy |
11,644
+203
| +2% | +$48K | 0.7% | 40 |
|
|
2021
Q2 | $2.7M | Sell |
11,441
-87
| -0.8% | -$20.6K | 0.69% | 39 |
|
|
2021
Q1 | $2.47M | Sell |
11,528
-460
| -4% | -$98.7K | 0.69% | 40 |
|
|
2020
Q4 | $2.72M | Buy |
+11,988
| New | +$2.72M | 0.74% | 37 |
|