Capital Advisors Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $960K | Sell |
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|
2023
Q2 | $3.73M | Buy |
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|
2023
Q1 | $3.52M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $6.45M | Sell |
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|
2021
Q3 | $6.28M | Buy |
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|
2021
Q2 | $6.24M | Buy |
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|
2021
Q1 | $5.61M | Buy |
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