AWM
Accel Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92M | Buy |
35,982
+30
| +0.1% | +$4.93K | 1.98% | 9 |
|
|
2025
Q1 | $5.77M | Buy |
35,952
+3,056
| +9% | +$491K | 2.09% | 10 |
|
|
2024
Q4 | $5.32M | Buy |
32,896
+1,158
| +4% | +$187K | 2.02% | 10 |
|
|
2024
Q3 | $5.32M | Buy |
31,738
+1,519
| +5% | +$255K | 1.98% | 9 |
|
|
2024
Q2 | $4.55M | Buy |
30,219
+782
| +3% | +$118K | 1.82% | 10 |
|
|
2024
Q1 | $4.59M | Buy |
29,437
+1,106
| +4% | +$172K | 1.95% | 11 |
|
|
2023
Q4 | $4.11M | Sell |
28,331
-3,275
| -10% | -$475K | 2.06% | 10 |
|
|
2023
Q3 | $4.14M | Buy |
31,606
+1,328
| +4% | +$174K | 2.31% | 8 |
|
|
2023
Q2 | $4.19M | Buy |
30,278
+5,043
| +20% | +$698K | 2.31% | 7 |
|
|
2023
Q1 | $3.38M | Buy |
25,235
+314
| +1% | +$42.1K | 1.38% | 6 |
|
|
2022
Q4 | $3.37M | Buy |
24,921
+27
| +0.1% | +$3.65K | 1.61% | 9 |
|
|
2022
Q3 | $3.22M | Buy |
24,894
+253
| +1% | +$32.7K | 1.72% | 7 |
|
|
2022
Q2 | $3.22M | Buy |
24,641
+1,560
| +7% | +$204K | 1.85% | 6 |
|
|
2022
Q1 | $3.47M | Buy |
23,081
+2,401
| +12% | +$361K | 1.79% | 8 |
|
|
2021
Q4 | $3.11M | Buy |
20,680
+3,983
| +24% | +$599K | 1.52% | 14 |
|
|
2021
Q3 | $2.33M | Buy |
16,697
+999
| +6% | +$139K | 1.51% | 14 |
|
|
2021
Q2 | $2.21M | Buy |
15,698
+9,692
| +161% | +$1.36M | 1.46% | 12 |
|
|
2021
Q1 | $810K | Buy |
6,006
+3,645
| +154% | +$492K | 0.66% | 36 |
|
|
2020
Q4 | $281K | Buy |
+2,361
| New | +$281K | 0.26% | 81 |
|