Dakota Wealth Management’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 | $4.12M | Sell |
25,044
-1,209
| -5% | -$199K | 0.09% | 183 |
|
|
2025
Q1 | $4.21M | Sell |
26,253
-3,673
| -12% | -$590K | 0.1% | 168 |
|
|
2024
Q4 | $4.84M | Sell |
29,926
-5,146
| -15% | -$832K | 0.11% | 157 |
|
|
2024
Q3 | $5.88M | Sell |
35,072
-11,070
| -24% | -$1.86M | 0.13% | 140 |
|
|
2024
Q2 | $6.94M | Sell |
46,142
-5,548
| -11% | -$835K | 0.16% | 114 |
|
|
2024
Q1 | $8.06M | Buy |
+51,690
| New | +$8.06M | 0.2% | 104 |
|
|
2022
Q1 | – | Sell |
-1,329
| Closed | -$200K | – | 480 |
|
|
2021
Q4 | $200K | Buy |
+1,329
| New | +$200K | 0.02% | 356 |
|