AIMZ Investment Advisors’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 | $2.3M | Sell |
13,956
-1,110
| -7% | -$183K | 0.77% | 44 |
|
|
2025
Q1 | $2.42M | Buy |
15,066
+860
| +6% | +$138K | 0.84% | 38 |
|
|
2024
Q4 | $2.3M | Buy |
14,206
+127
| +0.9% | +$20.5K | 0.8% | 40 |
|
|
2024
Q3 | $2.36M | Sell |
14,079
-449
| -3% | -$75.3K | 0.81% | 40 |
|
|
2024
Q2 | $2.19M | Buy |
14,528
+346
| +2% | +$52K | 0.78% | 39 |
|
|
2024
Q1 | $2.21M | Buy |
14,182
+5
| +0% | +$780 | 0.82% | 41 |
|
|
2023
Q4 | $2.06M | Sell |
14,177
-74
| -0.5% | -$10.7K | 0.83% | 41 |
|
|
2023
Q3 | $1.87M | Buy |
14,251
+202
| +1% | +$26.5K | 0.83% | 40 |
|
|
2023
Q2 | $1.94M | Buy |
14,049
+173
| +1% | +$23.9K | 0.84% | 40 |
|
|
2023
Q1 | $1.86M | Buy |
13,876
+493
| +4% | +$66.1K | 0.83% | 42 |
|
|
2022
Q4 | $1.81M | Sell |
13,383
-294
| -2% | -$39.8K | 0.85% | 42 |
|
|
2022
Q3 | $1.67M | Buy |
13,677
+14
| +0.1% | +$1.7K | 0.84% | 42 |
|
|
2022
Q2 | $1.77M | Sell |
13,663
-421
| -3% | -$54.5K | 0.85% | 42 |
|
|
2022
Q1 | $2.11M | Sell |
14,084
-206
| -1% | -$30.8K | 0.87% | 41 |
|
|
2021
Q4 | $2.15M | Buy |
14,290
+982
| +7% | +$148K | 0.84% | 42 |
|
|
2021
Q3 | $1.86M | Buy |
13,308
+1,724
| +15% | +$241K | 0.84% | 43 |
|
|
2021
Q2 | $1.63M | Buy |
11,584
+363
| +3% | +$51K | 0.73% | 45 |
|
|
2021
Q1 | $1.51M | Buy |
11,221
+179
| +2% | +$24.1K | 0.74% | 46 |
|
|
2020
Q4 | $1.31M | Buy |
11,042
+13
| +0.1% | +$1.55K | 0.69% | 46 |
|
|
2020
Q3 | $1.12M | Sell |
11,029
-1,361
| -11% | -$138K | 0.67% | 47 |
|
|
2020
Q2 | $1.19M | Sell |
12,390
-1,187
| -9% | -$114K | 0.77% | 44 |
|
|
2020
Q1 | $1.1M | Buy |
13,577
+466
| +4% | +$37.9K | 0.86% | 40 |
|
|
2019
Q4 | $1.56M | Buy |
13,111
+564
| +4% | +$67.2K | 1.01% | 37 |
|
|
2019
Q3 | $1.42M | Sell |
12,547
-342
| -3% | -$38.7K | 0.98% | 37 |
|
|
2019
Q2 | $1.44M | Sell |
12,889
-261
| -2% | -$29.1K | 0.99% | 36 |
|
|
2019
Q1 | $1.42M | Sell |
13,150
-490
| -4% | -$52.9K | 0.97% | 42 |
|
|
2018
Q4 | $1.3M | Sell |
13,640
-696
| -5% | -$66.3K | 1% | 39 |
|
|
2018
Q3 | $1.62M | Buy |
14,336
+390
| +3% | +$44.1K | 1.04% | 38 |
|
|
2018
Q2 | $1.54M | Sell |
13,946
-598
| -4% | -$66K | 1.09% | 33 |
|
|
2018
Q1 | $1.59M | Buy |
14,544
+3,293
| +29% | +$360K | 1.16% | 33 |
|
|
2017
Q4 | $1.26M | Buy |
11,251
+1,921
| +21% | +$214K | 0.94% | 44 |
|
|
2017
Q3 | $986K | Buy |
9,330
+1,358
| +17% | +$144K | 0.81% | 49 |
|
|
2017
Q2 | $820K | Buy |
7,972
+124
| +2% | +$12.8K | 0.69% | 55 |
|
|
2017
Q1 | $800K | Buy |
7,848
+956
| +14% | +$97.5K | 0.67% | 55 |
|
|
2016
Q4 | $670K | Sell |
6,892
-292
| -4% | -$28.4K | 0.6% | 57 |
|
|
2016
Q3 | $672K | Buy |
7,184
+768
| +12% | +$71.8K | 0.6% | 57 |
|
|
2016
Q2 | $572K | Sell |
6,416
-7,975
| -55% | -$711K | 0.52% | 63 |
|
|
2016
Q1 | $1.29M | Buy |
14,391
+7,963
| +124% | +$715K | 0.57% | 56 |
|
|
2015
Q4 | $552K | Sell |
6,428
-1,338
| -17% | -$115K | 0.5% | 64 |
|
|
2015
Q3 | $646K | Sell |
7,766
-214
| -3% | -$17.8K | 0.59% | 57 |
|
|
2015
Q2 | $723K | Hold |
7,980
| – | – | 0.63% | 55 |
|
|
2015
Q1 | $733K | Buy |
7,980
+1
| +0% | +$92 | 0.63% | 54 |
|
|
2014
Q4 | $714K | Buy |
+7,979
| New | +$714K | 0.64% | 54 |
|