APP
Avantax Planning Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.27M | Buy |
56,355
+10,015
| +22% | +$1.65M | 0.29% | 60 |
|
|
2025
Q1 | $7.44M | Buy |
46,340
+4,022
| +10% | +$646K | 0.26% | 69 |
|
|
2024
Q4 | $6.85M | Sell |
42,318
-1,793
| -4% | -$290K | 0.25% | 67 |
|
|
2024
Q3 | $7.4M | Sell |
44,111
-30,928
| -41% | -$5.19M | 0.27% | 66 |
|
|
2024
Q2 | $11.3M | Sell |
75,039
-4,110
| -5% | -$618K | 0.36% | 45 |
|
|
2024
Q1 | $12.3M | Sell |
79,149
-7,756
| -9% | -$1.21M | 0.4% | 41 |
|
|
2023
Q4 | $12.6M | Buy |
86,905
+1,274
| +1% | +$185K | 0.48% | 32 |
|
|
2023
Q3 | $11.2M | Sell |
85,631
-1,681
| -2% | -$220K | 0.47% | 33 |
|
|
2023
Q2 | $12.1M | Buy |
87,312
+4,828
| +6% | +$668K | 0.48% | 32 |
|
|
2023
Q1 | $11.1M | Buy |
82,484
+8,437
| +11% | +$1.13M | 0.45% | 32 |
|
|
2022
Q4 | $10M | Sell |
74,047
-8,989
| -11% | -$1.22M | 0.4% | 33 |
|
|
2022
Q3 | $10.1M | Sell |
83,036
-10,632
| -11% | -$1.29M | 0.46% | 30 |
|
|
2022
Q2 | $12.1M | Buy |
93,668
+39,578
| +73% | +$5.13M | 0.52% | 27 |
|
|
2022
Q1 | $8.1M | Buy |
54,090
+2,325
| +4% | +$348K | 0.32% | 33 |
|
|
2021
Q4 | $7.78M | Buy |
51,765
+572
| +1% | +$86K | 0.32% | 30 |
|
|
2021
Q3 | $7.15M | Buy |
51,193
+24,799
| +94% | +$3.46M | 0.33% | 23 |
|
|
2021
Q2 | $3.71M | Sell |
26,394
-217
| -0.8% | -$30.5K | 0.17% | 48 |
|
|
2021
Q1 | $3.59M | Sell |
26,611
-395
| -1% | -$53.3K | 0.19% | 47 |
|
|
2020
Q4 | $3.21M | Sell |
27,006
-11,421
| -30% | -$1.36M | 0.17% | 48 |
|
|
2020
Q3 | $3.9M | Sell |
38,427
-8,391
| -18% | -$851K | 0.21% | 41 |
|
|
2020
Q2 | $4.48M | Buy |
46,818
+11,864
| +34% | +$1.14M | 0.25% | 36 |
|
|
2020
Q1 | $2.84M | Buy |
34,954
+10,006
| +40% | +$813K | 0.2% | 37 |
|
|
2019
Q4 | $2.97M | Buy |
24,948
+19
| +0.1% | +$2.27K | 0.18% | 50 |
|
|
2019
Q3 | $2.82M | Sell |
24,929
-507
| -2% | -$57.3K | 0.17% | 50 |
|
|
2019
Q2 | $2.86M | Sell |
25,436
-1,747
| -6% | -$197K | 0.19% | 46 |
|
|
2019
Q1 | $2.93M | Sell |
27,183
-31,898
| -54% | -$3.44M | 0.2% | 50 |
|
|
2018
Q4 | $5.63M | Buy |
59,081
+58,733
| +16,877% | +$5.59M | 0.42% | 22 |
|
|
2018
Q3 | $39K | Buy |
+348
| New | +$39K | ﹤0.01% | 544 |
|
|
2018
Q2 | – | Sell |
-347
| Closed | -$38K | – | 1440 |
|
|
2018
Q1 | $38K | Buy |
+347
| New | +$38K | ﹤0.01% | 583 |
|
|
2017
Q4 | – | Sell |
-8,870
| Closed | -$937K | – | 358 |
|
|
2017
Q3 | $937K | Buy |
8,870
+1
| +0% | +$106 | 0.07% | 128 |
|
|
2017
Q2 | $912K | Sell |
8,869
-10
| -0.1% | -$1.03K | 0.08% | 117 |
|
|
2017
Q1 | $905K | Buy |
+8,879
| New | +$905K | 0.08% | 117 |
|