Altium 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
2022
Q2
$329K Hold
2,542
0.02% 289
2022
Q1
$380K Sell
2,542
-24
-0.9% -$3.59K 0.02% 299
2021
Q4
$386K Sell
2,566
-7
-0.3% -$1.05K 0.02% 294
2021
Q3
$359K Hold
2,573
0.03% 290
2021
Q2
$362K Hold
2,573
0.03% 287
2021
Q1
$347K Buy
+2,573
New +$347K 0.03% 285