Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 1521 |
|
|
2021
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 1431 |
|
|
2021
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 1367 |
|
|
2020
Q4 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 1337 |
|
|
2020
Q2 | – | Sell |
-650
| Closed | -$52K | – | 1858 |
|
|
2020
Q1 | $52K | Hold |
650
| – | – | 0.02% | 289 |
|
|
2019
Q4 | $77K | Hold |
650
| – | – | 0.02% | 257 |
|
|
2019
Q3 | $73K | Hold |
650
| – | – | 0.02% | 255 |
|
|
2019
Q2 | $72K | Buy |
+650
| New | +$72K | 0.02% | 252 |
|