Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $698K | Sell |
4,640
-210
| -4% | -$31.6K | 0.14% | 107 |
|
|
2021
Q3 | $677K | Sell |
4,850
-279
| -5% | -$38.9K | 0.15% | 101 |
|
|
2021
Q2 | $721K | Hold |
5,129
| – | – | 0.16% | 97 |
|
|
2021
Q1 | $692K | Buy |
5,129
+60
| +1% | +$8.1K | 0.17% | 97 |
|
|
2020
Q4 | $603K | Hold |
5,069
| – | – | 0.15% | 98 |
|
|
2020
Q3 | $514K | Buy |
5,069
+890
| +21% | +$90.2K | 0.14% | 98 |
|
|
2020
Q2 | $400K | Buy |
+4,179
| New | +$400K | 0.12% | 110 |
|