Confluence Wealth Services’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
2022
Q1
Sell
-450
Closed -$67K 1138
2021
Q4
$67K Buy
+450
New +$67K 0.02% 402