Capasso Planning Partners’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
Q1 | – | Sell |
-1,548
| Closed | -$209K | – | 109 |
|
|
2022
Q4 | $209K | Sell |
1,548
-503
| -25% | -$68K | 0.13% | 91 |
|
|
2022
Q3 | $250K | Buy |
2,051
+4
| +0.2% | +$488 | 0.17% | 73 |
|
|
2022
Q2 | $265K | Buy |
2,047
+3
| +0.1% | +$388 | 0.19% | 66 |
|
|
2022
Q1 | $306K | Buy |
2,044
+342
| +20% | +$51.2K | 0.22% | 67 |
|
|
2021
Q4 | $256K | Buy |
+1,702
| New | +$256K | 0.19% | 68 |
|