Cahill Financial Advisors’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 | $1.06M | Buy |
6,462
+372
| +6% | +$61.2K | 0.13% | 112 |
|
|
2025
Q1 | $978K | Sell |
6,090
-621
| -9% | -$99.7K | 0.13% | 117 |
|
|
2024
Q4 | $1.09M | Buy |
6,711
+182
| +3% | +$29.4K | 0.15% | 114 |
|
|
2024
Q3 | $1.09M | Buy |
6,529
+202
| +3% | +$33.9K | 0.15% | 107 |
|
|
2024
Q2 | $952K | Sell |
6,327
-237
| -4% | -$35.7K | 0.13% | 127 |
|
|
2024
Q1 | $1.02M | Buy |
6,564
+1,451
| +28% | +$226K | 0.14% | 120 |
|
|
2023
Q4 | $741K | Sell |
5,113
-208
| -4% | -$30.2K | 0.11% | 138 |
|
|
2023
Q3 | $697K | Buy |
5,321
+56
| +1% | +$7.33K | 0.12% | 139 |
|
|
2023
Q2 | $729K | Buy |
5,265
+57
| +1% | +$7.89K | 0.12% | 136 |
|
|
2023
Q1 | $698K | Buy |
5,208
+38
| +0.7% | +$5.1K | 0.12% | 137 |
|
|
2022
Q4 | $699K | Sell |
5,170
-1,866
| -27% | -$252K | 0.13% | 136 |
|
|
2022
Q3 | $857K | Buy |
7,036
+403
| +6% | +$49.1K | 0.18% | 116 |
|
|
2022
Q2 | $859K | Buy |
6,633
+111
| +2% | +$14.4K | 0.18% | 112 |
|
|
2022
Q1 | $976K | Buy |
6,522
+2,019
| +45% | +$302K | 0.18% | 112 |
|
|
2021
Q4 | $677K | Buy |
4,503
+1,056
| +31% | +$159K | 0.13% | 139 |
|
|
2021
Q3 | $481K | Sell |
3,447
-345
| -9% | -$48.1K | 0.1% | 155 |
|
|
2021
Q2 | $533K | Buy |
3,792
+15
| +0.4% | +$2.11K | 0.12% | 148 |
|
|
2021
Q1 | $509K | Sell |
3,777
-455
| -11% | -$61.3K | 0.12% | 135 |
|
|
2020
Q4 | $503K | Buy |
4,232
+2,144
| +103% | +$255K | 0.13% | 132 |
|
|
2020
Q3 | $212K | Buy |
+2,088
| New | +$212K | 0.08% | 158 |
|