Center for Financial Planning’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 | $121K | Hold |
736
| – | – | 0.01% | 200 |
|
|
2025
Q1 | $118K | Hold |
736
| – | – | 0.02% | 188 |
|
|
2024
Q4 | $119K | Hold |
736
| – | – | 0.02% | 188 |
|
|
2024
Q3 | $123K | Sell |
736
-1
| -0.1% | -$168 | 0.02% | 174 |
|
|
2024
Q2 | $111K | Hold |
737
| – | – | 0.02% | 173 |
|
|
2024
Q1 | $115K | Sell |
737
-58
| -7% | -$9.04K | 0.02% | 172 |
|
|
2023
Q4 | $115K | Hold |
795
| – | – | 0.02% | 163 |
|
|
2023
Q3 | $104K | Sell |
795
-115
| -13% | -$15.1K | 0.02% | 167 |
|
|
2023
Q2 | $126K | Hold |
910
| – | – | 0.03% | 153 |
|
|
2023
Q1 | $122K | Sell |
910
-28
| -3% | -$3.75K | 0.03% | 151 |
|
|
2022
Q4 | $127K | Sell |
938
-28
| -3% | -$3.79K | 0.03% | 146 |
|
|
2022
Q3 | $118K | Sell |
966
-27
| -3% | -$3.3K | 0.03% | 145 |
|
|
2022
Q2 | $129K | Hold |
993
| – | – | 0.03% | 146 |
|
|
2022
Q1 | $149K | Sell |
993
-5
| -0.5% | -$750 | 0.03% | 147 |
|
|
2021
Q4 | $150K | Sell |
998
-175
| -15% | -$26.3K | 0.03% | 146 |
|
|
2021
Q3 | $164K | Buy |
1,173
+293
| +33% | +$41K | 0.04% | 138 |
|
|
2021
Q2 | $124K | Buy |
880
+17
| +2% | +$2.4K | 0.03% | 152 |
|
|
2021
Q1 | $116K | Sell |
863
-138
| -14% | -$18.5K | 0.03% | 151 |
|
|
2020
Q4 | $119K | Sell |
1,001
-1,236
| -55% | -$147K | 0.03% | 140 |
|
|
2020
Q3 | $227K | Hold |
2,237
| – | – | 0.07% | 102 |
|
|
2020
Q2 | $214K | Sell |
2,237
-1,400
| -38% | -$134K | 0.07% | 107 |
|
|
2020
Q1 | $296K | Sell |
3,637
-632
| -15% | -$51.4K | 0.1% | 82 |
|
|
2019
Q4 | $509K | Buy |
+4,269
| New | +$509K | 0.13% | 72 |
|