Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $708K | Sell |
4,224
-127
| -3% | -$21.3K | 0.38% | 51 |
|
|
2024
Q2 | $655K | Sell |
4,351
-350
| -7% | -$52.7K | 0.37% | 53 |
|
|
2024
Q1 | $733K | Sell |
4,701
-765
| -14% | -$119K | 0.44% | 47 |
|
|
2023
Q4 | $793K | Sell |
5,466
-3,588
| -40% | -$520K | 0.54% | 39 |
|
|
2023
Q3 | $1.19M | Sell |
9,054
-384
| -4% | -$50.3K | 0.9% | 26 |
|
|
2023
Q2 | $1.31M | Sell |
9,438
-52
| -0.5% | -$7.2K | 0.99% | 22 |
|
|
2023
Q1 | $1.27M | Sell |
9,490
-1,671
| -15% | -$224K | 1.03% | 20 |
|
|
2022
Q4 | $1.51M | Buy |
11,161
+105
| +0.9% | +$14.2K | 1.32% | 18 |
|
|
2022
Q3 | $1.35M | Sell |
11,056
-69
| -0.6% | -$8.4K | 1.27% | 19 |
|
|
2022
Q2 | $1.44M | Buy |
11,125
+314
| +3% | +$40.7K | 1.33% | 19 |
|
|
2022
Q1 | $1.62M | Buy |
10,811
+58
| +0.5% | +$8.68K | 1.28% | 20 |
|
|
2021
Q4 | $1.62M | Buy |
+10,753
| New | +$1.62M | 1.31% | 19 |
|