Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
1,411
+235
| +20% | +$38.6K | 0.06% | 153 |
|
|
2025
Q1 | $189K | Sell |
1,176
-144
| -11% | -$23.1K | 0.06% | 121 |
|
|
2024
Q4 | $214K | Sell |
1,320
-39
| -3% | -$6.31K | 0.07% | 114 |
|
|
2024
Q3 | $228K | Sell |
1,359
-443
| -25% | -$74.3K | 0.07% | 112 |
|
|
2024
Q2 | $271K | Sell |
1,802
-437
| -20% | -$65.8K | 0.09% | 97 |
|
|
2024
Q1 | $349K | Sell |
2,239
-800
| -26% | -$125K | 0.11% | 84 |
|
|
2023
Q4 | $441K | Sell |
3,039
-433
| -12% | -$62.8K | 0.16% | 77 |
|
|
2023
Q3 | $455K | Buy |
3,472
+14
| +0.4% | +$1.83K | 0.17% | 76 |
|
|
2023
Q2 | $478K | Sell |
3,458
-1,467
| -30% | -$203K | 0.18% | 79 |
|
|
2023
Q1 | $660K | Sell |
4,925
-2,495
| -34% | -$334K | 0.25% | 62 |
|
|
2022
Q4 | $1M | Buy |
7,420
+1,617
| +28% | +$219K | 0.41% | 46 |
|
|
2022
Q3 | $752K | Hold |
5,803
| – | – | 0.36% | 43 |
|
|
2022
Q2 | $752K | Buy |
5,803
+2,756
| +90% | +$357K | 0.31% | 55 |
|
|
2022
Q1 | $456K | Buy |
3,047
+196
| +7% | +$29.3K | 0.17% | 93 |
|
|
2021
Q4 | $429K | Buy |
2,851
+108
| +4% | +$16.3K | 0.17% | 82 |
|
|
2021
Q3 | $383K | Hold |
2,743
| – | – | 0.17% | 73 |
|
|
2021
Q2 | $385K | Buy |
2,743
+19
| +0.7% | +$2.67K | 0.17% | 81 |
|
|
2021
Q1 | $367K | Buy |
2,724
+25
| +0.9% | +$3.37K | 0.17% | 77 |
|
|
2020
Q4 | $321K | Buy |
2,699
+1,469
| +119% | +$175K | 0.16% | 77 |
|
|
2020
Q3 | $125K | Hold |
1,230
| – | – | 0.07% | 116 |
|
|
2020
Q2 | $118K | Hold |
1,230
| – | – | 0.08% | 115 |
|
|
2020
Q1 | $100K | Sell |
1,230
-205
| -14% | -$16.7K | 0.08% | 118 |
|
|
2019
Q4 | $171K | Buy |
+1,435
| New | +$171K | 0.11% | 95 |
|