Capstone Wealth Management Group (Pennsylvania)’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 |
-10,079
| Closed | -$1.36M | – | 65 |
|
|
2022
Q4 | $1.36M | Sell |
10,079
-600
| -6% | -$81.1K | 1.47% | 18 |
|
|
2022
Q3 | $1.3M | Sell |
10,679
-870
| -8% | -$106K | 1.66% | 16 |
|
|
2022
Q2 | $1.5M | Sell |
11,549
-639
| -5% | -$82.8K | 1.8% | 14 |
|
|
2022
Q1 | $1.82M | Sell |
12,188
-418
| -3% | -$62.6K | 1.82% | 15 |
|
|
2021
Q4 | $1.9M | Buy |
+12,606
| New | +$1.9M | 1.54% | 17 |
|