CJM Wealth Advisers’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 | $1.27M | Hold |
7,750
| – | – | 0.42% | 25 |
|
|
2025
Q1 | $1.24M | Sell |
7,750
-338
| -4% | -$54.3K | 0.44% | 25 |
|
|
2024
Q4 | $1.31M | Buy |
8,088
+5
| +0.1% | +$809 | 0.44% | 21 |
|
|
2024
Q3 | $1.36M | Sell |
8,083
-237
| -3% | -$39.7K | 0.46% | 19 |
|
|
2024
Q2 | $1.24M | Sell |
8,320
-186
| -2% | -$27.7K | 0.46% | 21 |
|
|
2024
Q1 | $1.33M | Sell |
8,506
-48
| -0.6% | -$7.48K | 0.5% | 20 |
|
|
2023
Q4 | $1.24M | Sell |
8,554
-592
| -6% | -$85.8K | 0.55% | 20 |
|
|
2023
Q3 | $1.2M | Buy |
9,146
+562
| +7% | +$73.6K | 0.58% | 20 |
|
|
2023
Q2 | $1.19M | Sell |
8,584
-581
| -6% | -$80.4K | 0.6% | 21 |
|
|
2023
Q1 | $1.23M | Sell |
9,165
-163
| -2% | -$21.9K | 0.7% | 20 |
|
|
2022
Q4 | $1.26M | Buy |
9,328
+265
| +3% | +$35.8K | 0.78% | 19 |
|
|
2022
Q3 | $1.1M | Buy |
9,063
+3
| +0% | +$365 | 0.79% | 17 |
|
|
2022
Q2 | $1.17M | Buy |
9,060
+1,050
| +13% | +$136K | 0.82% | 17 |
|
|
2022
Q1 | $1.2M | Buy |
8,010
+2,182
| +37% | +$327K | 0.82% | 21 |
|
|
2021
Q4 | $876K | Buy |
+5,828
| New | +$876K | 0.62% | 23 |
|