Atria Investments’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 | $4.11M | Buy |
24,995
+1,751
| +8% | +$288K | 0.05% | 442 |
|
|
2025
Q1 | $3.73M | Sell |
23,244
-1,968
| -8% | -$316K | 0.05% | 457 |
|
|
2024
Q4 | $4.08M | Buy |
25,212
+358
| +1% | +$57.9K | 0.05% | 419 |
|
|
2024
Q3 | $4.17M | Buy |
24,854
+5,770
| +30% | +$967K | 0.05% | 413 |
|
|
2024
Q2 | $2.87M | Sell |
19,084
-593
| -3% | -$89.2K | 0.04% | 519 |
|
|
2024
Q1 | $3.07M | Sell |
19,677
-4,499
| -19% | -$701K | 0.04% | 503 |
|
|
2023
Q4 | $3.51M | Sell |
24,176
-336
| -1% | -$48.7K | 0.05% | 394 |
|
|
2023
Q3 | $3.21M | Buy |
24,512
+1,653
| +7% | +$216K | 0.06% | 409 |
|
|
2023
Q2 | $3.16M | Sell |
22,859
-17,601
| -44% | -$2.44M | 0.06% | 398 |
|
|
2023
Q1 | $5.42M | Sell |
40,460
-11,478
| -22% | -$1.54M | 0.1% | 239 |
|
|
2022
Q4 | $7.02M | Buy |
51,938
+347
| +0.7% | +$46.9K | 0.14% | 180 |
|
|
2022
Q3 | $6.28M | Buy |
51,591
+12,222
| +31% | +$1.49M | 0.14% | 182 |
|
|
2022
Q2 | $5.1M | Buy |
39,369
+23,755
| +152% | +$3.08M | 0.11% | 230 |
|
|
2022
Q1 | $2.34M | Sell |
15,614
-37,605
| -71% | -$5.63M | 0.04% | 504 |
|
|
2021
Q4 | $8M | Buy |
53,219
+22,466
| +73% | +$3.38M | 0.14% | 176 |
|
|
2021
Q3 | $4.29M | Buy |
30,753
+1,007
| +3% | +$141K | 0.08% | 305 |
|
|
2021
Q2 | $4.18M | Buy |
29,746
+806
| +3% | +$113K | 0.08% | 275 |
|
|
2021
Q1 | $3.9M | Buy |
28,940
+3,014
| +12% | +$406K | 0.09% | 266 |
|
|
2020
Q4 | $3.08M | Sell |
25,926
-99
| -0.4% | -$11.8K | 0.07% | 295 |
|
|
2020
Q3 | $2.64M | Sell |
26,025
-1,341
| -5% | -$136K | 0.08% | 266 |
|
|
2020
Q2 | $2.62M | Buy |
+27,366
| New | +$2.62M | 0.09% | 261 |
|
|
2020
Q1 | – | Sell |
-13,476
| Closed | -$1.61M | – | 1176 |
|
|
2019
Q4 | $1.61M | Sell |
13,476
-5,002
| -27% | -$596K | 0.04% | 382 |
|
|
2019
Q3 | $2.09M | Sell |
18,478
-90
| -0.5% | -$10.2K | 0.07% | 226 |
|
|
2019
Q2 | $2M | Sell |
18,568
-29,837
| -62% | -$3.21M | 0.07% | 229 |
|
|
2019
Q1 | $5.22M | Buy |
+48,405
| New | +$5.22M | 0.22% | 92 |
|
|
2017
Q4 | – | Sell |
-3,448
| Closed | -$364K | – | 886 |
|
|
2017
Q3 | $364K | Buy |
+3,448
| New | +$364K | 0.02% | 538 |
|
|
2017
Q1 | – | Sell |
-4,444
| Closed | -$432K | – | 722 |
|
|
2016
Q4 | $432K | Buy |
+4,444
| New | +$432K | 0.03% | 375 |
|
|
2016
Q3 | – | Sell |
-5,528
| Closed | -$495K | – | 577 |
|
|
2016
Q2 | $495K | Buy |
+5,528
| New | +$495K | 0.05% | 265 |
|