AFS Financial Group’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
Q1 | – | Sell |
-2,226
| Closed | -$323K | – | 51 |
|
|
2023
Q4 | $323K | Sell |
2,226
-2,427
| -52% | -$352K | 0.3% | 42 |
|
|
2023
Q3 | $609K | Sell |
4,653
-544
| -10% | -$71.2K | 0.42% | 48 |
|
|
2023
Q2 | $719K | Hold |
5,197
| – | – | 0.47% | 45 |
|
|
2023
Q1 | $697K | Hold |
5,197
| – | – | 0.46% | 49 |
|
|
2022
Q4 | $703K | Buy |
+5,197
| New | +$703K | 0.5% | 46 |
|