SWA
Strategies 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 | $1.17M | Sell |
4,174
-588
| -12% | -$165K | 0.13% | 51 |
|
|
2025
Q1 | $1.23M | Sell |
4,762
-538
| -10% | -$139K | 0.15% | 48 |
|
|
2024
Q4 | $1.47M | Buy |
5,300
+45
| +0.9% | +$12.5K | 0.18% | 40 |
|
|
2024
Q3 | $1.39M | Buy |
5,255
+260
| +5% | +$68.6K | 0.19% | 36 |
|
|
2024
Q2 | $1.21M | Buy |
4,995
+311
| +7% | +$75.3K | 0.18% | 36 |
|
|
2024
Q1 | $1.17M | Sell |
4,684
-138
| -3% | -$34.5K | 0.18% | 36 |
|
|
2023
Q4 | $1.12M | Sell |
4,822
-1,102
| -19% | -$256K | 0.19% | 39 |
|
|
2023
Q3 | $1.23M | Sell |
5,924
-89
| -1% | -$18.5K | 0.24% | 38 |
|
|
2023
Q2 | $1.32M | Buy |
6,013
+1,159
| +24% | +$255K | 0.27% | 38 |
|
|
2023
Q1 | $1.02M | Sell |
4,854
-1,494
| -24% | -$315K | 0.23% | 39 |
|
|
2022
Q4 | $1.29M | Buy |
+6,348
| New | +$1.29M | 0.32% | 35 |
|
|
2022
Q2 | $972K | Buy |
4,936
+291
| +6% | +$57.3K | 0.28% | 43 |
|
|
2022
Q1 | $1.1M | Buy |
4,645
+2,677
| +136% | +$637K | 0.3% | 39 |
|
|
2021
Q4 | $501K | Buy |
+1,968
| New | +$501K | 0.14% | 53 |
|