Aviso 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 | $495K | Sell |
3,008
-116
| -4% | -$19.1K | 0.23% | 92 |
|
|
2025
Q1 | $502K | Sell |
3,124
-192
| -6% | -$30.8K | 0.27% | 86 |
|
|
2024
Q4 | $536K | Hold |
3,316
| – | – | 0.27% | 86 |
|
|
2024
Q3 | $556K | Hold |
3,316
| – | – | 0.3% | 84 |
|
|
2024
Q2 | $499K | Hold |
3,316
| – | – | 0.3% | 76 |
|
|
2024
Q1 | $517K | Buy |
3,316
+42
| +1% | +$6.55K | 0.33% | 82 |
|
|
2023
Q4 | $475K | Buy |
+3,274
| New | +$475K | 0.34% | 75 |
|