Creative Financial Designs’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 | $218K | Sell |
1,326
-46
| -3% | -$7.57K | 0.02% | 459 |
|
2025
Q1 | $220K | Sell |
1,372
-296
| -18% | -$47.5K | 0.02% | 417 |
|
2024
Q4 | $270K | Buy |
1,668
+114
| +7% | +$18.4K | 0.02% | 381 |
|
2024
Q3 | $261K | Sell |
1,554
-6
| -0.4% | -$1.01K | 0.02% | 393 |
|
2024
Q2 | $235K | Hold |
1,560
| – | – | 0.02% | 404 |
|
2024
Q1 | $243K | Buy |
1,560
+5
| +0.3% | +$779 | 0.02% | 379 |
|
2023
Q4 | $225K | Buy |
1,555
+8
| +0.5% | +$1.16K | 0.02% | 365 |
|
2023
Q3 | $203K | Sell |
1,547
-157
| -9% | -$20.6K | 0.02% | 330 |
|
2023
Q2 | $236K | Buy |
1,704
+594
| +54% | +$82.2K | 0.03% | 316 |
|
2023
Q1 | $149K | Sell |
1,110
-243
| -18% | -$32.6K | 0.02% | 382 |
|
2022
Q4 | $183K | Buy |
1,353
+237
| +21% | +$32K | 0.03% | 322 |
|
2022
Q3 | $136K | Sell |
1,116
-17
| -2% | -$2.07K | 0.02% | 366 |
|
2022
Q2 | $147K | Buy |
1,133
+16
| +1% | +$2.08K | 0.02% | 351 |
|
2022
Q1 | $167K | Buy |
1,117
+1,034
| +1,246% | +$155K | 0.03% | 343 |
|
2021
Q4 | $12K | Sell |
83
-6
| -7% | -$867 | ﹤0.01% | 868 |
|
2021
Q3 | $12K | Sell |
89
-7
| -7% | -$944 | ﹤0.01% | 980 |
|
2021
Q2 | $13K | Sell |
96
-1,277
| -93% | -$173K | ﹤0.01% | 971 |
|
2021
Q1 | $185K | Buy |
1,373
+80
| +6% | +$10.8K | 0.04% | 285 |
|
2020
Q4 | $154K | Buy |
1,293
+374
| +41% | +$44.5K | 0.03% | 297 |
|
2020
Q3 | $93K | Buy |
919
+265
| +41% | +$26.8K | 0.02% | 352 |
|
2020
Q2 | $63K | Buy |
654
+423
| +183% | +$40.7K | 0.02% | 387 |
|
2020
Q1 | $19K | Sell |
231
-93
| -29% | -$7.65K | 0.01% | 303 |
|
2019
Q4 | $39K | Sell |
324
-243
| -43% | -$29.3K | 0.02% | 265 |
|
2019
Q3 | $62K | Buy |
567
+14
| +3% | +$1.53K | 0.03% | 217 |
|
2019
Q2 | $62K | Buy |
553
+32
| +6% | +$3.59K | 0.03% | 218 |
|
2019
Q1 | $56K | Buy |
521
+263
| +102% | +$28.3K | 0.03% | 212 |
|
2018
Q4 | $25K | Buy |
258
+4
| +2% | +$388 | 0.02% | 252 |
|
2018
Q3 | $29K | Buy |
254
+244
| +2,440% | +$27.9K | 0.02% | 290 |
|
2018
Q2 | $1K | Sell |
10
-5
| -33% | -$500 | ﹤0.01% | 731 |
|
2018
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 626 |
|
2017
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 623 |
|
2017
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 653 |
|