Beaird Harris Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Hold |
3,240
| – | – | 0.04% | 89 |
|
|
2025
Q1 | $520K | Buy |
3,240
+147
| +5% | +$23.6K | 0.04% | 79 |
|
|
2024
Q4 | $500K | Buy |
3,093
+18
| +0.6% | +$2.91K | 0.04% | 87 |
|
|
2024
Q3 | $516K | Buy |
3,075
+3,071
| +76,775% | +$515K | 0.05% | 88 |
|
|
2024
Q2 | $602 | Buy |
+4
| New | +$602 | ﹤0.01% | 620 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$524 | – | 623 |
|
|
2023
Q3 | $524 | Buy |
+4
| New | +$524 | ﹤0.01% | 416 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$1K | – | 736 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 633 |
|