BWM
BCS 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
Q2 | $465K | Hold |
2,830
| – | – | 0.1% | 163 |
|
|
2025
Q1 | $454K | Hold |
2,830
| – | – | 0.12% | 157 |
|
|
2024
Q4 | $458K | Buy |
+2,830
| New | +$458K | 0.11% | 157 |
|
|
2024
Q2 | – | Sell |
-2,830
| Closed | -$441K | – | 228 |
|
|
2024
Q1 | $441K | Sell |
2,830
-38
| -1% | -$5.92K | 0.14% | 149 |
|
|
2023
Q4 | $416K | Hold |
2,868
| – | – | 0.15% | 135 |
|
|
2023
Q3 | $376K | Buy |
+2,868
| New | +$376K | 0.16% | 128 |
|
|
2023
Q2 | – | Sell |
-2,868
| Closed | -$385K | – | 170 |
|
|
2023
Q1 | $385K | Hold |
2,868
| – | – | 0.17% | 105 |
|
|
2022
Q4 | $388K | Hold |
2,868
| – | – | 0.16% | 124 |
|
|
2022
Q3 | $349K | Hold |
2,868
| – | – | 0.16% | 127 |
|
|
2022
Q2 | $371K | Hold |
2,868
| – | – | 0.16% | 118 |
|
|
2022
Q1 | $429K | Sell |
2,868
-100
| -3% | -$15K | 0.18% | 113 |
|
|
2021
Q4 | $446K | Hold |
2,968
| – | – | 0.16% | 117 |
|
|
2021
Q3 | $414K | Buy |
+2,968
| New | +$414K | 0.18% | 104 |
|
|
2021
Q2 | – | Sell |
-2,968
| Closed | -$400K | – | 166 |
|
|
2021
Q1 | $400K | Hold |
2,968
| – | – | 0.19% | 94 |
|
|
2020
Q4 | $353K | Hold |
2,968
| – | – | 0.18% | 98 |
|
|
2020
Q3 | $301K | Hold |
2,968
| – | – | 0.17% | 97 |
|
|
2020
Q2 | $284K | Sell |
2,968
-640
| -18% | -$61.2K | 0.17% | 99 |
|
|
2020
Q1 | $293K | Hold |
3,608
| – | – | 0.21% | 85 |
|
|
2019
Q4 | $430K | Buy |
+3,608
| New | +$430K | 0.29% | 60 |
|