Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $985K | Buy |
6,547
+89
| +1% | +$13.4K | 0.01% | 335 |
|
|
2024
Q1 | $1.01M | Sell |
6,458
-373
| -5% | -$58.2K | 0.01% | 334 |
|
|
2023
Q4 | $991K | Sell |
6,831
-3,196
| -32% | -$463K | 0.01% | 326 |
|
|
2023
Q3 | $1.31M | Sell |
10,027
-3,198
| -24% | -$419K | 0.02% | 261 |
|
|
2023
Q2 | $1.83M | Buy |
13,225
+2,829
| +27% | +$391K | 0.03% | 222 |
|
|
2023
Q1 | $1.41M | Hold |
10,396
| – | – | 0.03% | 225 |
|
|
2022
Q4 | $1.41M | Sell |
10,396
-781
| -7% | -$106K | 0.03% | 226 |
|
|
2022
Q3 | $1.36M | Buy |
11,177
+1,002
| +10% | +$122K | 0.03% | 217 |
|
|
2022
Q2 | $1.32M | Buy |
10,175
+376
| +4% | +$48.7K | 0.03% | 229 |
|
|
2022
Q1 | $1.47M | Sell |
9,799
-46
| -0.5% | -$6.89K | 0.03% | 227 |
|
|
2021
Q4 | $1.48M | Sell |
9,845
-1,010
| -9% | -$152K | 0.03% | 223 |
|
|
2021
Q3 | $1.52M | Sell |
10,855
-1,883
| -15% | -$263K | 0.03% | 210 |
|
|
2021
Q2 | $1.79M | Buy |
12,738
+2,728
| +27% | +$383K | 0.04% | 182 |
|
|
2021
Q1 | $1.35M | Buy |
10,010
+4,378
| +78% | +$590K | 0.07% | 202 |
|
|
2020
Q4 | $670K | Buy |
+5,632
| New | +$670K | 0.04% | 275 |
|
|
2020
Q2 | – | Sell |
-6,001
| Closed | -$488K | – | 484 |
|
|
2020
Q1 | $488K | Sell |
6,001
-3,792
| -39% | -$308K | 0.05% | 251 |
|
|
2019
Q4 | $1.17M | Buy |
9,793
+2,602
| +36% | +$310K | 0.11% | 142 |
|
|
2019
Q3 | $813K | Buy |
7,191
+1,674
| +30% | +$189K | 0.09% | 169 |
|
|
2019
Q2 | $614K | Buy |
5,517
+2,960
| +116% | +$329K | 0.07% | 213 |
|
|
2019
Q1 | $276K | Buy |
+2,557
| New | +$276K | 0.03% | 329 |
|
|
2018
Q4 | – | Sell |
-1,769
| Closed | -$200K | – | 387 |
|
|
2018
Q3 | $200K | Buy |
+1,769
| New | +$200K | 0.03% | 345 |
|