Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Hold |
2,424
| – | – | 0.03% | 257 |
|
|
2025
Q1 | $389K | Sell |
2,424
-35
| -1% | -$5.62K | 0.03% | 257 |
|
|
2024
Q4 | $398K | Sell |
2,459
-8
| -0.3% | -$1.29K | 0.03% | 253 |
|
|
2024
Q3 | $414K | Hold |
2,467
| – | – | 0.03% | 233 |
|
|
2024
Q2 | $371K | Hold |
2,467
| – | – | 0.03% | 245 |
|
|
2024
Q1 | $385K | Sell |
2,467
-48
| -2% | -$7.48K | 0.03% | 240 |
|
|
2023
Q4 | $365K | Hold |
2,515
| – | – | 0.03% | 234 |
|
|
2023
Q3 | $329K | Sell |
2,515
-8
| -0.3% | -$1.05K | 0.03% | 233 |
|
|
2023
Q2 | $349K | Sell |
2,523
-174
| -6% | -$24.1K | 0.03% | 246 |
|
|
2023
Q1 | $362K | Sell |
2,697
-14
| -0.5% | -$1.88K | 0.04% | 219 |
|
|
2022
Q4 | $367K | Hold |
2,711
| – | – | 0.04% | 216 |
|
|
2022
Q3 | $330K | Buy |
+2,711
| New | +$330K | 0.03% | 223 |
|