Arkadios Wealth 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 | $702K | Buy |
4,266
+783
| +22% | +$129K | 0.02% | 709 |
|
|
2025
Q1 | $559K | Buy |
3,483
+1,107
| +47% | +$178K | 0.02% | 666 |
|
|
2024
Q4 | $384K | Buy |
2,376
+17
| +0.7% | +$2.75K | 0.02% | 641 |
|
|
2024
Q3 | $396K | Sell |
2,359
-9
| -0.4% | -$1.51K | 0.02% | 629 |
|
|
2024
Q2 | $356K | Sell |
2,368
-40
| -2% | -$6.02K | 0.02% | 581 |
|
|
2024
Q1 | $375K | Sell |
2,408
-42
| -2% | -$6.55K | 0.03% | 468 |
|
|
2023
Q4 | $355K | Buy |
2,450
+262
| +12% | +$38K | 0.03% | 464 |
|
|
2023
Q3 | $287K | Buy |
2,188
+8
| +0.4% | +$1.05K | 0.03% | 499 |
|
|
2023
Q2 | $302K | Sell |
2,180
-22
| -1% | -$3.05K | 0.04% | 442 |
|
|
2023
Q1 | $295K | Buy |
2,202
+19
| +0.9% | +$2.55K | 0.04% | 439 |
|
|
2022
Q4 | $295K | Buy |
+2,183
| New | +$295K | 0.04% | 412 |
|
|
2022
Q3 | – | Sell |
-1,651
| Closed | -$214K | – | 571 |
|
|
2022
Q2 | $214K | Buy |
1,651
+67
| +4% | +$8.68K | 0.03% | 488 |
|
|
2022
Q1 | $237K | Sell |
1,584
-75
| -5% | -$11.2K | 0.03% | 482 |
|
|
2021
Q4 | $249K | Buy |
1,659
+720
| +77% | +$108K | 0.03% | 483 |
|
|
2021
Q3 | $131K | Sell |
939
-226
| -19% | -$31.5K | 0.02% | 620 |
|
|
2021
Q2 | $163K | Buy |
1,165
+116
| +11% | +$16.2K | 0.02% | 591 |
|
|
2021
Q1 | $141K | Buy |
1,049
+75
| +8% | +$10.1K | 0.02% | 473 |
|
|
2020
Q4 | $115K | Buy |
974
+687
| +239% | +$81.1K | 0.02% | 416 |
|
|
2020
Q3 | $30.6K | Buy |
287
+214
| +293% | +$22.8K | 0.02% | 508 |
|
|
2020
Q2 | $7.1K | Sell |
73
-189
| -72% | -$18.4K | ﹤0.01% | 731 |
|
|
2020
Q1 | $21.3K | Buy |
262
+2
| +0.8% | +$163 | 0.01% | 475 |
|
|
2019
Q4 | $31.6K | Buy |
+260
| New | +$31.6K | 0.02% | 378 |
|