WFA
West Financial 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 | $2.54M | Buy |
9,094
+256
| +3% | +$71.6K | 0.44% | 25 |
|
|
2025
Q1 | $2.29M | Buy |
8,838
+156
| +2% | +$40.3K | 0.43% | 25 |
|
|
2024
Q4 | $2.29M | Sell |
8,682
-57
| -0.7% | -$15.1K | 0.44% | 25 |
|
|
2024
Q3 | $2.31M | Buy |
8,739
+935
| +12% | +$247K | 0.44% | 25 |
|
|
2024
Q2 | $1.89M | Buy |
7,804
+106
| +1% | +$25.7K | 0.39% | 29 |
|
|
2024
Q1 | $1.92M | Buy |
7,698
+204
| +3% | +$51K | 0.41% | 27 |
|
|
2023
Q4 | $1.74M | Buy |
7,494
+686
| +10% | +$160K | 0.4% | 28 |
|
|
2023
Q3 | $1.42M | Buy |
6,808
+194
| +3% | +$40.4K | 0.36% | 27 |
|
|
2023
Q2 | $1.46M | Buy |
6,614
+214
| +3% | +$47.1K | 0.36% | 27 |
|
|
2023
Q1 | $1.35M | Buy |
6,400
+1,153
| +22% | +$243K | 0.35% | 27 |
|
|
2022
Q4 | $1.07M | Sell |
5,247
-349
| -6% | -$71.1K | 0.3% | 29 |
|
|
2022
Q3 | $1.05M | Buy |
5,596
+195
| +4% | +$36.7K | 0.32% | 28 |
|
|
2022
Q2 | $1.06M | Buy |
5,401
+120
| +2% | +$23.6K | 0.31% | 26 |
|
|
2022
Q1 | $1.26M | Buy |
5,281
+4,320
| +450% | +$1.03M | 0.33% | 24 |
|
|
2021
Q4 | $245K | Sell |
961
-21
| -2% | -$5.35K | 0.07% | 55 |
|
|
2021
Q3 | $233K | Buy |
+982
| New | +$233K | 0.07% | 50 |
|