Atria Wealth Solutions’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 | $4.6M | Sell |
27,733
-113
| -0.4% | -$18.7K | 0.1% | 229 |
|
|
2025
Q1 | $4.47M | Sell |
27,846
-9,420
| -25% | -$1.51M | 0.05% | 369 |
|
|
2024
Q4 | $6.03M | Buy |
37,266
+8,012
| +27% | +$1.3M | 0.07% | 306 |
|
|
2024
Q3 | $4.91M | Sell |
29,254
-5,856
| -17% | -$982K | 0.05% | 354 |
|
|
2024
Q2 | $5.29M | Buy |
35,110
+807
| +2% | +$122K | 0.06% | 325 |
|
|
2024
Q1 | $5.35M | Buy |
34,303
+1,044
| +3% | +$163K | 0.06% | 316 |
|
|
2023
Q4 | $4.82M | Buy |
33,259
+201
| +0.6% | +$29.1K | 0.06% | 319 |
|
|
2023
Q3 | $4.33M | Sell |
33,058
-4,929
| -13% | -$645K | 0.06% | 324 |
|
|
2023
Q2 | $5.26M | Sell |
37,987
-3,781
| -9% | -$523K | 0.07% | 271 |
|
|
2023
Q1 | $5.6M | Buy |
41,768
+4,111
| +11% | +$551K | 0.08% | 242 |
|
|
2022
Q4 | $5.09M | Buy |
37,657
+4,455
| +13% | +$602K | 0.08% | 251 |
|
|
2022
Q3 | $4.04M | Sell |
33,202
-1,855
| -5% | -$226K | 0.07% | 275 |
|
|
2022
Q2 | $4.54M | Buy |
35,057
+5,275
| +18% | +$683K | 0.09% | 236 |
|
|
2022
Q1 | $4.46M | Buy |
+29,782
| New | +$4.46M | 0.07% | 275 |
|