BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.17M | Buy |
8,473
+57
| +0.7% | +$7.89K | 0.13% | 120 |
|
|
2023
Q1 | $1.13M | Buy |
8,416
+23
| +0.3% | +$3.08K | 0.14% | 122 |
|
|
2022
Q4 | $1.14M | Sell |
8,393
-60
| -0.7% | -$8.11K | 0.14% | 123 |
|
|
2022
Q3 | $1.03M | Sell |
8,453
-503
| -6% | -$61.2K | 0.14% | 122 |
|
|
2022
Q2 | $1.16M | Sell |
8,956
-48
| -0.5% | -$6.22K | 0.14% | 119 |
|
|
2022
Q1 | $1.35M | Buy |
9,004
+22
| +0.2% | +$3.29K | 0.14% | 115 |
|
|
2021
Q4 | $1.35M | Sell |
8,982
-804
| -8% | -$121K | 0.14% | 114 |
|
|
2021
Q3 | $1.37M | Sell |
9,786
-2,020
| -17% | -$282K | 0.15% | 108 |
|
|
2021
Q2 | $1.66M | Sell |
11,806
-254
| -2% | -$35.7K | 0.18% | 97 |
|
|
2021
Q1 | $1.63M | Sell |
12,060
-1,654
| -12% | -$223K | 0.19% | 94 |
|
|
2020
Q4 | $1.63M | Sell |
13,714
-7,079
| -34% | -$842K | 0.23% | 77 |
|
|
2020
Q3 | $2.11M | Sell |
20,793
-5,818
| -22% | -$590K | 0.34% | 59 |
|
|
2020
Q2 | $2.55M | Buy |
26,611
+4,304
| +19% | +$412K | 0.45% | 46 |
|
|
2020
Q1 | $1.81M | Buy |
22,307
+1,606
| +8% | +$131K | 0.37% | 52 |
|
|
2019
Q4 | $2.47M | Buy |
20,701
+13,037
| +170% | +$1.55M | 0.64% | 36 |
|
|
2019
Q3 | $866K | Buy |
7,664
+4,909
| +178% | +$555K | 0.22% | 85 |
|
|
2019
Q2 | $307K | Sell |
2,755
-366
| -12% | -$40.8K | 0.08% | 142 |
|
|
2019
Q1 | $337K | Sell |
3,121
-423
| -12% | -$45.7K | 0.1% | 130 |
|
|
2018
Q4 | $338K | Buy |
3,544
+100
| +3% | +$9.54K | 0.12% | 115 |
|
|
2018
Q3 | $389K | Sell |
3,444
-23
| -0.7% | -$2.6K | 0.13% | 105 |
|
|
2018
Q2 | $383K | Buy |
3,467
+1,917
| +124% | +$212K | 0.13% | 106 |
|
|
2018
Q1 | $170K | Buy |
+1,550
| New | +$170K | 0.06% | 138 |
|
|
2017
Q3 | – | Sell |
-1,422
| Closed | -$146K | – | 554 |
|
|
2017
Q2 | $146K | Buy |
+1,422
| New | +$146K | 0.06% | 141 |
|