BKM 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 | $1.3M | Buy |
7,875
+166
| +2% | +$27.3K | 0.51% | 59 |
|
|
2025
Q1 | $1.24M | Buy |
7,709
+725
| +10% | +$116K | 0.51% | 59 |
|
|
2024
Q4 | $1.13M | Sell |
6,984
-120
| -2% | -$19.4K | 0.46% | 60 |
|
|
2024
Q3 | $1.19M | Buy |
7,104
+181
| +3% | +$30.3K | 0.48% | 60 |
|
|
2024
Q2 | $1.04M | Buy |
6,923
+610
| +10% | +$91.8K | 0.5% | 62 |
|
|
2024
Q1 | $984K | Buy |
6,313
+222
| +4% | +$34.6K | 0.42% | 71 |
|
|
2023
Q4 | $883K | Buy |
+6,091
| New | +$883K | 0.38% | 71 |
|