CWM
Collaborative Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
3,672
-213
| -5% | -$35K | 0.26% | 77 |
|
|
2025
Q1 | $624K | Hold |
3,885
| – | – | 0.29% | 77 |
|
|
2024
Q4 | $629K | Hold |
3,885
| – | – | 0.29% | 72 |
|
|
2024
Q3 | $651K | Sell |
3,885
-60
| -2% | -$10.1K | 0.29% | 76 |
|
|
2024
Q2 | $594K | Hold |
3,945
| – | – | 0.29% | 74 |
|
|
2024
Q1 | $615K | Sell |
3,945
-505
| -11% | -$78.7K | 0.31% | 72 |
|
|
2023
Q4 | $645K | Sell |
4,450
-215
| -5% | -$31.2K | 0.35% | 67 |
|
|
2023
Q3 | $611K | Sell |
4,665
-125
| -3% | -$16.4K | 0.36% | 73 |
|
|
2023
Q2 | $663K | Sell |
4,790
-1,394
| -23% | -$193K | 0.39% | 65 |
|
|
2023
Q1 | $829K | Sell |
6,184
-80
| -1% | -$10.7K | 0.52% | 48 |
|
|
2022
Q4 | $847K | Sell |
6,264
-311
| -5% | -$42.1K | 0.56% | 54 |
|
|
2022
Q3 | $801K | Buy |
6,575
+1
| +0% | +$122 | 0.57% | 50 |
|
|
2022
Q2 | $851K | Buy |
+6,574
| New | +$851K | 0.56% | 53 |
|
|
2021
Q4 | $1.06M | Buy |
+7,049
| New | +$1.06M | 0.58% | 48 |
|
|
2021
Q1 | $1.06M | Buy |
+7,050
| New | +$1.06M | 0.61% | 49 |
|