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Defined Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Defined Wealth Management’s Portfolio VOE Stock Details VOE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,793
Closed -$378K – 113
2022
Q4 		$378K Buy
+2,793
New +$378K 0.35% 72
2021
Q1 		– Sell
-434
Closed -$52K – 197
2020
Q4 		$52K Buy
+434
New +$52K 0.05% 135