Annis Gardner Whiting Capital 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 | $151K | Hold |
913
| – | – | 0.05% | 245 |
|
|
2025
Q1 | $147K | Hold |
913
| – | – | 0.06% | 218 |
|
|
2024
Q4 | $148K | Buy |
913
+618
| +209% | +$100K | 0.04% | 230 |
|
|
2024
Q3 | $49.5K | Sell |
295
-172
| -37% | -$28.8K | 0.01% | 367 |
|
|
2024
Q2 | $70.5K | Hold |
467
| – | – | 0.02% | 353 |
|
|
2024
Q1 | $72.8K | Buy |
467
+295
| +172% | +$46K | 0.03% | 334 |
|
|
2023
Q4 | $24.9K | Hold |
172
| – | – | 0.01% | 370 |
|
|
2023
Q3 | $22.5K | Buy |
+172
| New | +$22.5K | 0.01% | 371 |
|