Clear Perspectives 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $75.1K | Sell |
560
-188
| -25% | -$25.2K | 0.04% | 57 |
|
|
2022
Q4 | $101K | Sell |
748
-860
| -53% | -$116K | 0.05% | 56 |
|
|
2022
Q3 | $196K | Sell |
1,608
-360
| -18% | -$43.9K | 0.1% | 47 |
|
|
2022
Q2 | $255K | Sell |
1,968
-1,718
| -47% | -$223K | 0.1% | 44 |
|
|
2022
Q1 | $552K | Hold |
3,686
| – | – | 0.21% | 38 |
|
|
2021
Q4 | $554K | Buy |
3,686
+101
| +3% | +$15.2K | 0.22% | 39 |
|
|
2021
Q3 | $501K | Buy |
3,585
+270
| +8% | +$37.7K | 0.23% | 41 |
|
|
2021
Q2 | $466K | Hold |
3,315
| – | – | 0.23% | 41 |
|
|
2021
Q1 | $447K | Buy |
3,315
+49
| +2% | +$6.61K | 0.26% | 39 |
|
|
2020
Q4 | $389K | Buy |
+3,266
| New | +$389K | 0.25% | 37 |
|