Baron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-407
| Closed | -$52.7K | – | 194 |
|
|
2022
Q2 | $52.7K | Hold |
407
| – | – | 0.03% | 81 |
|
|
2022
Q1 | $60.9K | Sell |
407
-80
| -16% | -$12K | 0.04% | 80 |
|
|
2021
Q4 | $73.2K | Sell |
487
-10
| -2% | -$1.5K | 0.04% | 78 |
|
|
2021
Q3 | $69.4K | Sell |
497
-30
| -6% | -$4.19K | 0.04% | 76 |
|
|
2021
Q2 | $74K | Sell |
527
-73
| -12% | -$10.3K | 0.05% | 76 |
|
|
2021
Q1 | $80.9K | Hold |
600
| – | – | 0.06% | 74 |
|
|
2020
Q4 | $71.4K | Sell |
600
-50
| -8% | -$5.95K | 0.06% | 72 |
|
|
2020
Q3 | $65.9K | Buy |
+650
| New | +$65.9K | 0.06% | 74 |
|