BFA
BMS Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,710
| Closed | -$257K | – | 121 |
|
|
2022
Q4 | $257K | Buy |
+1,710
| New | +$257K | 0.17% | 83 |
|
|
2022
Q3 | – | Sell |
-1,710
| Closed | -$257K | – | 117 |
|
|
2022
Q2 | $257K | Hold |
1,710
| – | – | 0.17% | 86 |
|
|
2022
Q1 | $256K | Hold |
1,710
| – | – | 0.16% | 97 |
|
|
2021
Q4 | $257K | Buy |
+1,710
| New | +$257K | 0.16% | 88 |
|