49 Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,547
Closed -$259K 193
2024
Q3
$259K Sell
1,547
-1,000
-39% -$168K 0.04% 134
2024
Q2
$380K Sell
2,547
-127
-5% -$18.9K 0.07% 95
2024
Q1
$414K Sell
2,674
-157
-6% -$24.3K 0.09% 68
2023
Q4
$410K Buy
+2,831
New +$410K 0.11% 63