Axxcess Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,244
| Closed | -$363K | – | 941 |
|
|
2024
Q4 | $363K | Sell |
2,244
-2,027
| -47% | -$328K | 0.01% | 618 |
|
|
2024
Q3 | $716K | Buy |
4,271
+2,027
| +90% | +$340K | 0.02% | 473 |
|
|
2024
Q2 | $338K | Sell |
2,244
-7,270
| -76% | -$1.09M | 0.01% | 619 |
|
|
2024
Q1 | $1.48M | Sell |
9,514
-189
| -2% | -$29.5K | 0.04% | 299 |
|
|
2023
Q4 | $1.41M | Sell |
9,703
-329
| -3% | -$47.7K | 0.04% | 289 |
|
|
2023
Q3 | $1.31M | Sell |
10,032
-1,894
| -16% | -$248K | 0.04% | 266 |
|
|
2023
Q2 | $1.65M | Buy |
11,926
+1,950
| +20% | +$270K | 0.12% | 157 |
|
|
2023
Q1 | $1.34M | Buy |
9,976
+3,223
| +48% | +$432K | 0.1% | 186 |
|
|
2022
Q4 | $913K | Buy |
6,753
+250
| +4% | +$33.8K | 0.08% | 239 |
|
|
2022
Q3 | $792K | Sell |
6,503
-162
| -2% | -$19.7K | 0.08% | 228 |
|
|
2022
Q2 | $863K | Sell |
6,665
-1,408
| -17% | -$182K | 0.08% | 209 |
|
|
2022
Q1 | $1.21M | Buy |
8,073
+2,010
| +33% | +$301K | 0.09% | 183 |
|
|
2021
Q4 | $911K | Buy |
+6,063
| New | +$911K | 0.07% | 228 |
|