Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $282K | Buy |
2,318
+6
| +0.3% | +$730 | 0.02% | 172 |
|
|
2022
Q2 | $299K | Buy |
2,312
+271
| +13% | +$35K | 0.02% | 170 |
|
|
2022
Q1 | $305K | Buy |
+2,041
| New | +$305K | 0.02% | 197 |
|
|
2019
Q3 | – | Sell |
-477
| Closed | -$53K | – | 743 |
|
|
2019
Q2 | $53K | Buy |
+477
| New | +$53K | 0.01% | 355 |
|
|
2019
Q1 | – | Sell |
-477
| Closed | -$45K | – | 737 |
|
|
2018
Q4 | $45K | Buy |
+477
| New | +$45K | 0.01% | 377 |
|