Aveo Capital Partners’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 | – | Sell |
-1,896
| Closed | -$299K | – | 155 |
|
2025
Q1 | $299K | Sell |
1,896
-6,666
| -78% | -$1.05M | 0.05% | 144 |
|
2024
Q4 | $1.39M | Buy |
8,562
+1,698
| +25% | +$275K | 0.15% | 107 |
|
2024
Q3 | $1.15M | Buy |
6,864
+746
| +12% | +$125K | 0.12% | 121 |
|
2024
Q2 | $920K | Buy |
6,118
+80
| +1% | +$12K | 0.1% | 140 |
|
2024
Q1 | $909K | Buy |
6,038
+1,357
| +29% | +$204K | 0.1% | 148 |
|
2023
Q4 | $679K | Buy |
4,681
+439
| +10% | +$63.7K | 0.08% | 169 |
|
2023
Q3 | $556K | Buy |
4,242
+576
| +16% | +$75.4K | 0.07% | 184 |
|
2023
Q2 | $507K | Buy |
3,666
+33
| +0.9% | +$4.57K | 0.06% | 204 |
|
2023
Q1 | $487K | Buy |
3,633
+293
| +9% | +$39.3K | 0.07% | 194 |
|
2022
Q4 | $452K | Sell |
3,340
-477
| -12% | -$64.5K | 0.07% | 201 |
|
2022
Q3 | $465K | Sell |
3,817
-1,213
| -24% | -$148K | 0.08% | 173 |
|
2022
Q2 | $651K | Buy |
5,030
+296
| +6% | +$38.3K | 0.11% | 148 |
|
2022
Q1 | $709K | Sell |
4,734
-53
| -1% | -$7.94K | 0.13% | 141 |
|
2021
Q4 | $720K | Sell |
4,787
-26
| -0.5% | -$3.91K | 0.13% | 141 |
|
2021
Q3 | $672K | Sell |
4,813
-187
| -4% | -$26.1K | 0.14% | 136 |
|
2021
Q2 | $703K | Buy |
5,000
+2,578
| +106% | +$362K | 0.16% | 128 |
|
2021
Q1 | $327K | Buy |
+2,422
| New | +$327K | 0.08% | 180 |
|
2020
Q4 | – | Sell |
-2,414
| Closed | -$245K | – | 176 |
|
2020
Q3 | $245K | Buy |
+2,414
| New | +$245K | 0.09% | 170 |
|