Curi RMB Capital’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 | $549K | Buy |
3,322
+1,675
| +102% | +$277K | 0.01% | 495 |
|
|
2025
Q1 | $264K | Buy |
1,647
+351
| +27% | +$56.4K | 0.01% | 445 |
|
|
2024
Q4 | $210K | Sell |
1,296
-21
| -2% | -$3.4K | ﹤0.01% | 505 |
|
|
2024
Q3 | $221K | Sell |
1,317
-280
| -18% | -$46.9K | 0.01% | 521 |
|
|
2024
Q2 | $240K | Hold |
1,597
| – | – | 0.01% | 500 |
|
|
2024
Q1 | $249K | Buy |
+1,597
| New | +$249K | 0.01% | 517 |
|
|
2019
Q2 | – | Sell |
-1,959
| Closed | -$211K | – | 790 |
|
|
2019
Q1 | $211K | Buy |
+1,959
| New | +$211K | 0.01% | 700 |
|
|
2018
Q4 | – | Sell |
-2,043
| Closed | -$231K | – | 956 |
|
|
2018
Q3 | $231K | Buy |
+2,043
| New | +$231K | 0.01% | 768 |
|