AIFAIM
American Institute for Advanced Investment Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
6,774
-13
| -0.2% | -$2.14K | 0.79% | 34 |
|
|
2025
Q1 | $1.09M | Buy |
6,787
+290
| +4% | +$46.6K | 0.83% | 34 |
|
|
2024
Q4 | $1.05M | Sell |
6,497
-30
| -0.5% | -$4.85K | 0.78% | 41 |
|
|
2024
Q3 | $1.09M | Sell |
6,527
-10
| -0.2% | -$1.68K | 0.78% | 40 |
|
|
2024
Q2 | $983K | Hold |
6,537
| – | – | 0.75% | 42 |
|
|
2024
Q1 | $1.02M | Sell |
6,537
-32
| -0.5% | -$4.99K | 0.81% | 38 |
|
|
2023
Q4 | $953K | Hold |
6,569
| – | – | 0.84% | 34 |
|
|
2023
Q3 | $860K | Sell |
6,569
-1,045
| -14% | -$137K | 0.8% | 39 |
|
|
2023
Q2 | $1.05M | Buy |
7,614
+1,545
| +25% | +$214K | 0.92% | 32 |
|
|
2023
Q1 | $814K | Sell |
6,069
-2,953
| -33% | -$396K | 0.87% | 33 |
|
|
2022
Q4 | $1.22M | Sell |
9,022
-535
| -6% | -$72.4K | 1.12% | 29 |
|
|
2022
Q3 | $1.16M | Hold |
9,557
| – | – | 1.09% | 30 |
|
|
2022
Q2 | $1.24M | Buy |
9,557
+2,355
| +33% | +$305K | 1.08% | 29 |
|
|
2022
Q1 | $1.08M | Buy |
7,202
+48
| +0.7% | +$7.19K | 0.78% | 40 |
|
|
2021
Q4 | $1.08M | Sell |
7,154
-16
| -0.2% | -$2.4K | 0.72% | 42 |
|
|
2021
Q3 | $1M | Buy |
7,170
+277
| +4% | +$38.7K | 0.71% | 44 |
|
|
2021
Q2 | $968K | Sell |
6,893
-145
| -2% | -$20.4K | 0.68% | 50 |
|
|
2021
Q1 | $949K | Sell |
7,038
-10
| -0.1% | -$1.35K | 0.72% | 46 |
|
|
2020
Q4 | $838K | Buy |
7,048
+262
| +4% | +$31.2K | 0.67% | 48 |
|
|
2020
Q3 | $688K | Buy |
6,786
+75
| +1% | +$7.6K | 0.62% | 48 |
|
|
2020
Q2 | $642K | Sell |
6,711
-6,911
| -51% | -$661K | 0.61% | 53 |
|
|
2020
Q1 | $1.11M | Sell |
13,622
-6,707
| -33% | -$545K | 1.2% | 28 |
|
|
2019
Q4 | $2.42M | Buy |
+20,329
| New | +$2.42M | 2.34% | 9 |
|