Clear Creek Financial Management’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 | $1.39M | Sell |
8,471
-992
| -10% | -$163K | 0.13% | 174 |
|
|
2025
Q1 | $1.52M | Buy |
9,463
+1,549
| +20% | +$249K | 0.16% | 135 |
|
|
2024
Q4 | $1.28M | Buy |
7,914
+642
| +9% | +$104K | 0.14% | 145 |
|
|
2024
Q3 | $1.22M | Sell |
7,272
-467
| -6% | -$78.3K | 0.14% | 150 |
|
|
2024
Q2 | $1.16M | Buy |
7,739
+197
| +3% | +$29.6K | 0.14% | 137 |
|
|
2024
Q1 | $1.17M | Buy |
7,542
+247
| +3% | +$38.4K | 0.15% | 126 |
|
|
2023
Q4 | $1.06M | Buy |
+7,295
| New | +$1.06M | 0.17% | 107 |
|
|
2022
Q4 | – | Sell |
-2,695
| Closed | -$328K | – | 311 |
|
|
2022
Q3 | $328K | Sell |
2,695
-221
| -8% | -$26.9K | 0.07% | 181 |
|
|
2022
Q2 | $378K | Buy |
+2,916
| New | +$378K | 0.08% | 183 |
|
|
2020
Q4 | – | Sell |
-248,224
| Closed | -$25.2M | – | 336 |
|
|
2020
Q3 | $25.2M | Buy |
+248,224
| New | +$25.2M | 1.14% | 22 |
|