SWA
Sutton Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $826K | Sell |
3,965
-91
| -2% | -$19K | 0.41% | 46 |
|
|
2023
Q2 | $893K | Sell |
4,056
-357
| -8% | -$78.6K | 0.43% | 45 |
|
|
2023
Q1 | $931K | Sell |
4,413
-739
| -14% | -$156K | 0.5% | 36 |
|
|
2022
Q4 | $1.05M | Sell |
5,152
-345
| -6% | -$70.3K | 0.4% | 42 |
|
|
2022
Q3 | $1.03M | Sell |
5,497
-6
| -0.1% | -$1.13K | 0.42% | 44 |
|
|
2022
Q2 | $1.08M | Buy |
5,503
+50
| +0.9% | +$9.85K | 0.43% | 44 |
|
|
2022
Q1 | $1.3M | Buy |
5,453
+362
| +7% | +$86.1K | 0.45% | 45 |
|
|
2021
Q4 | $1.3M | Buy |
5,091
+879
| +21% | +$224K | 0.43% | 43 |
|
|
2021
Q3 | $997K | Buy |
4,212
+187
| +5% | +$44.3K | 0.37% | 47 |
|
|
2021
Q2 | $955K | Buy |
4,025
+1,117
| +38% | +$265K | 0.35% | 49 |
|
|
2021
Q1 | $644K | Buy |
2,908
+931
| +47% | +$206K | 0.25% | 68 |
|
|
2020
Q4 | $409K | Buy |
1,977
+111
| +6% | +$23K | 0.17% | 96 |
|
|
2020
Q3 | $329K | Buy |
1,866
+208
| +13% | +$36.7K | 0.16% | 105 |
|
|
2020
Q2 | $272K | Buy |
1,658
+806
| +95% | +$132K | 0.14% | 111 |
|
|
2020
Q1 | $112K | Buy |
+852
| New | +$112K | 0.07% | 180 |
|