BWM
Brickley Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Sell |
46,771
-26
| -0.1% | -$4.28K | 1.51% | 14 |
|
|
2025
Q1 | $7.51M | Hold |
46,797
| – | – | 1.56% | 14 |
|
|
2024
Q4 | $7.57M | Sell |
46,797
-120
| -0.3% | -$19.4K | 1.54% | 14 |
|
|
2024
Q3 | $7.87M | Sell |
46,917
-267
| -0.6% | -$44.8K | 1.61% | 13 |
|
|
2024
Q2 | $7.1M | Sell |
47,184
-114
| -0.2% | -$17.1K | 1.55% | 14 |
|
|
2024
Q1 | $7.37M | Sell |
47,298
-35
| -0.1% | -$5.46K | 1.69% | 13 |
|
|
2023
Q4 | $6.86M | Sell |
47,333
-43
| -0.1% | -$6.24K | 1.66% | 13 |
|
|
2023
Q3 | $6.2M | Sell |
47,376
-199
| -0.4% | -$26.1K | 1.66% | 14 |
|
|
2023
Q2 | $6.58M | Hold |
47,575
| – | – | 1.66% | 13 |
|
|
2023
Q1 | $6.38M | Sell |
47,575
-431
| -0.9% | -$57.8K | 1.75% | 13 |
|
|
2022
Q4 | $6.49M | Sell |
48,006
-14
| -0% | -$1.89K | 1.93% | 13 |
|
|
2022
Q3 | $5.85M | Sell |
48,020
-246
| -0.5% | -$30K | 1.92% | 14 |
|
|
2022
Q2 | $6.25M | Sell |
48,266
-132
| -0.3% | -$17.1K | 1.93% | 13 |
|
|
2022
Q1 | $7.24M | Sell |
48,398
-428
| -0.9% | -$64.1K | 1.93% | 14 |
|
|
2021
Q4 | $7.34M | Sell |
48,826
-1,603
| -3% | -$241K | 1.56% | 14 |
|
|
2021
Q3 | $7.04M | Buy |
50,429
+25
| +0% | +$3.49K | 1.77% | 14 |
|
|
2021
Q2 | $7.08M | Sell |
50,404
-235
| -0.5% | -$33K | 1.79% | 14 |
|
|
2021
Q1 | $6.83M | Sell |
50,639
-523
| -1% | -$70.5K | 1.83% | 14 |
|
|
2020
Q4 | $6.09M | Sell |
51,162
-9
| -0% | -$1.07K | 1.67% | 14 |
|
|
2020
Q3 | $5.39M | Sell |
51,171
-33,059
| -39% | -$3.48M | 1.5% | 14 |
|
|
2020
Q2 | $8.06M | Sell |
84,230
-142
| -0.2% | -$13.6K | 2.71% | 11 |
|
|
2020
Q1 | $6.86M | Sell |
84,372
-135
| -0.2% | -$11K | 2.85% | 11 |
|
|
2019
Q4 | $10.1M | Buy |
84,507
+143
| +0.2% | +$17K | 3.67% | 9 |
|
|
2019
Q3 | $9.53M | Sell |
84,364
-660
| -0.8% | -$74.6K | 3.91% | 7 |
|
|
2019
Q2 | $9.47M | Sell |
85,024
-3,847
| -4% | -$428K | 3.96% | 8 |
|
|
2019
Q1 | $9.59M | Sell |
88,871
-1,291
| -1% | -$139K | 4.23% | 6 |
|
|
2018
Q4 | $8.59M | Sell |
90,162
-3,235
| -3% | -$308K | 4.21% | 5 |
|
|
2018
Q3 | $10.6M | Sell |
93,397
-640
| -0.7% | -$72.4K | 4.98% | 6 |
|
|
2018
Q2 | $10.4M | Sell |
94,037
-3,696
| -4% | -$408K | 4.78% | 6 |
|
|
2018
Q1 | $10.7M | Sell |
97,733
-3,806
| -4% | -$416K | 5.4% | 6 |
|
|
2017
Q4 | $11.3M | Buy |
+101,539
| New | +$11.3M | 6.01% | 6 |
|