Beacon Investment Advisory Services’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
Q4 | – | Sell |
-3,000
| Closed | -$393K | – | 283 |
|
|
2023
Q3 | $393K | Hold |
3,000
| – | – | 0.02% | 209 |
|
|
2023
Q2 | $415K | Buy |
+3,000
| New | +$415K | 0.02% | 210 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$286K | – | 258 |
|
|
2018
Q4 | $286K | Hold |
3,000
| – | – | 0.03% | 207 |
|
|
2018
Q3 | $339K | Sell |
3,000
-20
| -0.7% | -$2.26K | 0.03% | 207 |
|
|
2018
Q2 | $334K | Sell |
3,020
-17
| -0.6% | -$1.88K | 0.03% | 204 |
|
|
2018
Q1 | $332K | Buy |
+3,037
| New | +$332K | 0.03% | 201 |
|