Broadview Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,636
| Closed | -$345K | – | 40 |
|
|
2023
Q3 | $345K | Buy |
2,636
+14
| +0.5% | +$1.83K | 0.32% | 33 |
|
|
2023
Q2 | $363K | Buy |
2,622
+15
| +0.6% | +$2.08K | 0.31% | 35 |
|
|
2023
Q1 | $350K | Sell |
2,607
-46
| -2% | -$6.17K | 0.31% | 36 |
|
|
2022
Q4 | $359K | Buy |
2,653
+21
| +0.8% | +$2.84K | 0.32% | 37 |
|
|
2022
Q3 | $320K | Buy |
2,632
+15
| +0.6% | +$1.83K | 0.32% | 35 |
|
|
2022
Q2 | $339K | Buy |
2,617
+1,137
| +77% | +$147K | 0.32% | 35 |
|
|
2022
Q1 | $222K | Buy |
1,480
+7
| +0.5% | +$1.05K | 0.16% | 48 |
|
|
2021
Q4 | $221K | Buy |
1,473
+8
| +0.5% | +$1.2K | 0.16% | 48 |
|
|
2021
Q3 | $205K | Buy |
1,465
+6
| +0.4% | +$840 | 0.16% | 46 |
|
|
2021
Q2 | $205K | Buy |
+1,459
| New | +$205K | 0.15% | 47 |
|