Avantax Advisory Services’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 | $5.86M | Buy |
35,634
+1,388
| +4% | +$228K | 0.03% | 404 |
|
|
2025
Q1 | $5.5M | Sell |
34,246
-1,635
| -5% | -$262K | 0.03% | 394 |
|
|
2024
Q4 | $5.8M | Buy |
35,881
+2,814
| +9% | +$455K | 0.04% | 353 |
|
|
2024
Q3 | $5.54M | Buy |
33,067
+2,268
| +7% | +$380K | 0.04% | 364 |
|
|
2024
Q2 | $4.63M | Buy |
30,799
+13,966
| +83% | +$2.1M | 0.03% | 396 |
|
|
2024
Q1 | $2.62M | Sell |
16,833
-1,458
| -8% | -$227K | 0.02% | 467 |
|
|
2023
Q4 | $2.65M | Sell |
18,291
-263
| -1% | -$38.1K | 0.03% | 429 |
|
|
2023
Q3 | $2.43M | Buy |
18,554
+2,514
| +16% | +$329K | 0.03% | 406 |
|
|
2023
Q2 | $2.22M | Sell |
16,040
-15,823
| -50% | -$2.19M | 0.03% | 425 |
|
|
2023
Q1 | $4.27M | Buy |
31,863
+23,675
| +289% | +$3.17M | 0.05% | 276 |
|
|
2022
Q4 | $1.11M | Buy |
8,188
+322
| +4% | +$43.5K | 0.01% | 608 |
|
|
2022
Q3 | $958K | Sell |
7,866
-498
| -6% | -$60.7K | 0.01% | 568 |
|
|
2022
Q2 | $1.08M | Buy |
8,364
+336
| +4% | +$43.5K | 0.02% | 525 |
|
|
2022
Q1 | $1.2M | Buy |
8,028
+2,047
| +34% | +$306K | 0.02% | 495 |
|
|
2021
Q4 | $899K | Buy |
5,981
+2,036
| +52% | +$306K | 0.01% | 552 |
|
|
2021
Q3 | $548K | Buy |
3,945
+333
| +9% | +$46.3K | 0.01% | 691 |
|
|
2021
Q2 | $506K | Buy |
3,612
+920
| +34% | +$129K | 0.01% | 707 |
|
|
2021
Q1 | $362K | Buy |
2,692
+19
| +0.7% | +$2.56K | 0.01% | 727 |
|
|
2020
Q4 | $318K | Sell |
2,673
-4,597
| -63% | -$547K | 0.01% | 698 |
|
|
2020
Q3 | $738K | Buy |
7,270
+2,395
| +49% | +$243K | 0.01% | 646 |
|
|
2020
Q2 | $467K | Buy |
4,875
+118
| +2% | +$11.3K | 0.01% | 498 |
|
|
2020
Q1 | $386K | Buy |
4,757
+551
| +13% | +$44.7K | 0.01% | 503 |
|
|
2019
Q4 | $500K | Buy |
+4,206
| New | +$500K | 0.01% | 478 |
|