SWA
Stratos 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 | $22.4M | Buy |
80,151
+9,663
| +14% | +$2.7M | 1.18% | 14 |
|
|
2025
Q1 | $18.2M | Sell |
70,488
-1,052
| -1% | -$272K | 1% | 17 |
|
|
2024
Q4 | $18.9M | Sell |
71,540
-5,358
| -7% | -$1.42M | 0.9% | 17 |
|
|
2024
Q3 | $20.3M | Buy |
76,898
+12,776
| +20% | +$3.37M | 0.93% | 17 |
|
|
2024
Q2 | $15.5M | Buy |
64,122
+34,485
| +116% | +$8.35M | 0.77% | 24 |
|
|
2024
Q1 | $7.41M | Buy |
29,637
+1,029
| +4% | +$257K | 0.44% | 55 |
|
|
2023
Q4 | $6.66M | Buy |
28,608
+414
| +1% | +$96.3K | 0.38% | 60 |
|
|
2023
Q3 | $5.87M | Buy |
28,194
+8,596
| +44% | +$1.79M | 0.39% | 65 |
|
|
2023
Q2 | $4.31M | Buy |
19,598
+10,939
| +126% | +$2.41M | 0.31% | 90 |
|
|
2023
Q1 | $1.83M | Buy |
8,659
+575
| +7% | +$121K | 0.14% | 198 |
|
|
2022
Q4 | $1.65M | Sell |
8,084
-1,824
| -18% | -$372K | 0.14% | 205 |
|
|
2022
Q3 | $1.86M | Sell |
9,908
-6,586
| -40% | -$1.24M | 0.2% | 146 |
|
|
2022
Q2 | $3.25M | Buy |
16,494
+11,116
| +207% | +$2.19M | 0.29% | 91 |
|
|
2022
Q1 | $1.28M | Sell |
5,378
-8,754
| -62% | -$2.08M | 0.1% | 233 |
|
|
2021
Q4 | $3.6M | Sell |
14,132
-6,334
| -31% | -$1.61M | 0.26% | 110 |
|
|
2021
Q3 | $4.85M | Sell |
20,466
-26,140
| -56% | -$6.19M | 0.41% | 56 |
|
|
2021
Q2 | $11.1M | Buy |
46,606
+13,681
| +42% | +$3.25M | 0.98% | 12 |
|
|
2021
Q1 | $7.29M | Buy |
32,925
+13,741
| +72% | +$3.04M | 0.77% | 16 |
|
|
2020
Q4 | $3.97M | Buy |
+19,184
| New | +$3.97M | 0.55% | 45 |
|
|
2020
Q2 | – | Sell |
-287
| Closed | -$38K | – | 371 |
|
|
2020
Q1 | $38K | Buy |
+287
| New | +$38K | 0.03% | 201 |
|
|
2019
Q4 | – | Sell |
-1,607
| Closed | -$269K | – | 244 |
|
|
2019
Q3 | $269K | Sell |
1,607
-1,359
| -46% | -$227K | 0.1% | 202 |
|
|
2019
Q2 | $496K | Buy |
2,966
+12
| +0.4% | +$2.01K | 0.2% | 117 |
|
|
2019
Q1 | $475K | Buy |
2,954
+140
| +5% | +$22.5K | 0.26% | 106 |
|
|
2018
Q4 | $389K | Buy |
+2,814
| New | +$389K | 0.26% | 114 |
|