AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Sell |
38,130
-453
| -1% | -$74.5K | 0.05% | 324 |
|
|
2025
Q1 | $6.19M | Sell |
38,583
-9,581
| -20% | -$1.54M | 0.05% | 305 |
|
|
2024
Q4 | $7.79M | Sell |
48,164
-2,643
| -5% | -$428K | 0.07% | 267 |
|
|
2024
Q3 | $8.52M | Buy |
50,807
+119
| +0.2% | +$20K | 0.08% | 253 |
|
|
2024
Q2 | $7.62M | Sell |
50,688
-1,074
| -2% | -$162K | 0.08% | 261 |
|
|
2024
Q1 | $8.07M | Sell |
51,762
-30,429
| -37% | -$4.74M | 0.09% | 239 |
|
|
2023
Q4 | $11.8M | Sell |
82,191
-7,688
| -9% | -$1.1M | 0.06% | 359 |
|
|
2023
Q3 | $11.8M | Buy |
89,879
+6,304
| +8% | +$826K | 0.07% | 339 |
|
|
2023
Q2 | $11.6M | Buy |
83,575
+5,630
| +7% | +$779K | 0.07% | 346 |
|
|
2023
Q1 | $10.5M | Sell |
77,945
-348
| -0.4% | -$46.7K | 0.07% | 332 |
|
|
2022
Q4 | $10.6M | Sell |
78,293
-7,679
| -9% | -$1.04M | 0.08% | 306 |
|
|
2022
Q3 | $10.5M | Sell |
85,972
-99,794
| -54% | -$12.2M | 0.08% | 252 |
|
|
2022
Q2 | $24.1M | Buy |
185,766
+3,924
| +2% | +$508K | 0.19% | 130 |
|
|
2022
Q1 | $27.2M | Buy |
181,842
+115,444
| +174% | +$17.3M | 0.19% | 118 |
|
|
2021
Q4 | $9.98M | Buy |
66,398
+5,354
| +9% | +$805K | 0.07% | 264 |
|
|
2021
Q3 | $8.52M | Sell |
61,044
-201
| -0.3% | -$28.1K | 0.07% | 264 |
|
|
2021
Q2 | $8.61M | Buy |
61,245
+7,501
| +14% | +$1.05M | 0.08% | 245 |
|
|
2021
Q1 | $7.25M | Buy |
53,744
+2,703
| +5% | +$365K | 0.07% | 260 |
|
|
2020
Q4 | $6.07M | Buy |
51,041
+1,349
| +3% | +$160K | 0.07% | 247 |
|
|
2020
Q3 | $5.04M | Buy |
49,692
+2,129
| +4% | +$216K | 0.07% | 234 |
|
|
2020
Q2 | $4.55M | Buy |
47,563
+12,043
| +34% | +$1.15M | 0.07% | 232 |
|
|
2020
Q1 | $2.89M | Sell |
35,520
-21,991
| -38% | -$1.79M | 0.07% | 241 |
|
|
2019
Q4 | $6.86M | Buy |
57,511
+17,927
| +45% | +$2.14M | 0.15% | 130 |
|
|
2019
Q3 | $4.47M | Buy |
39,584
+18,547
| +88% | +$2.1M | 0.13% | 158 |
|
|
2019
Q2 | $2.34M | Buy |
21,037
+14,552
| +224% | +$1.62M | 0.07% | 210 |
|
|
2019
Q1 | $700K | Buy |
6,485
+3,730
| +135% | +$403K | 0.05% | 277 |
|
|
2018
Q4 | $262K | Sell |
2,755
-5,528
| -67% | -$526K | 0.04% | 378 |
|
|
2018
Q3 | $937K | Buy |
8,283
+1,594
| +24% | +$180K | 0.05% | 228 |
|
|
2018
Q2 | $739K | Buy |
6,689
+3,488
| +109% | +$385K | 0.05% | 210 |
|
|
2018
Q1 | $350K | Buy |
3,201
+706
| +28% | +$77.2K | 0.03% | 297 |
|
|
2017
Q4 | $278K | Sell |
2,495
-75
| -3% | -$8.36K | 0.02% | 334 |
|
|
2017
Q3 | $272K | Buy |
+2,570
| New | +$272K | 0.03% | 327 |
|