Clear Perspectives Financial Planning’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
2023
Q1
$75.1K Sell
2022
Q4
$101K Sell
2022
Q3
$196K Sell
2022
Q2
$255K Sell
2022
Q1
$552K Hold
2021
Q4
$554K Buy
2021
Q3
$501K Buy
2021
Q2
$466K Hold
2021
Q1
$447K Buy
2020
Q4
$389K Buy