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