Affiance Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-330
| Closed | -$44.6K | – | 400 |
|
|
2022
Q4 | $44.6K | Buy |
330
+272
| +469% | +$36.8K | 0.02% | 174 |
|
|
2022
Q3 | $7K | Hold |
58
| – | – | ﹤0.01% | 122 |
|
|
2022
Q2 | $8K | Hold |
58
| – | – | ﹤0.01% | 117 |
|
|
2022
Q1 | $9K | Sell |
58
-65
| -53% | -$10.1K | ﹤0.01% | 131 |
|
|
2021
Q4 | $18K | Hold |
123
| – | – | 0.01% | 135 |
|
|
2021
Q3 | $17K | Hold |
123
| – | – | 0.01% | 142 |
|
|
2021
Q2 | $17K | Buy |
123
+65
| +112% | +$8.98K | 0.01% | 145 |
|
|
2021
Q1 | $8K | Buy |
+58
| New | +$8K | ﹤0.01% | 152 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 143 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 138 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$1K | – | 144 |
|
|
2020
Q1 | $1K | Sell |
8
-12
| -60% | -$1.5K | ﹤0.01% | 132 |
|
|
2019
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 141 |
|