EPG 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 | $37.5K | Hold |
228
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $36.6K | Hold |
228
| – | – | 0.01% | 301 |
|
|
2024
Q4 | $36.8K | Buy |
228
+1
| +0.4% | +$161 | 0.01% | 312 |
|
|
2024
Q3 | $38.1K | Buy |
+227
| New | +$38.1K | 0.01% | 312 |
|
|
2024
Q2 | – | Sell |
-431
| Closed | -$67.2K | – | 300 |
|
|
2024
Q1 | $67.2K | Buy |
431
+2
| +0.5% | +$312 | 0.02% | 302 |
|
|
2023
Q4 | $61.3K | Buy |
429
+13
| +3% | +$1.86K | 0.02% | 294 |
|
|
2023
Q3 | $54.5K | Buy |
416
+1
| +0.2% | +$131 | 0.02% | 292 |
|
|
2023
Q2 | $57.4K | Buy |
415
+2
| +0.5% | +$277 | 0.02% | 288 |
|
|
2023
Q1 | $55.4K | Buy |
413
+64
| +18% | +$8.59K | 0.02% | 290 |
|
|
2022
Q4 | $47.2K | Buy |
349
+5
| +1% | +$676 | 0.02% | 266 |
|
|
2022
Q3 | $42K | Buy |
+344
| New | +$42K | 0.02% | 269 |
|
|
2022
Q2 | – | Sell |
-334
| Closed | -$50K | – | 396 |
|
|
2022
Q1 | $50K | Buy |
334
+1
| +0.3% | +$150 | 0.02% | 293 |
|
|
2021
Q4 | $50K | Buy |
333
+1
| +0.3% | +$150 | 0.02% | 294 |
|
|
2021
Q3 | $46K | Buy |
+332
| New | +$46K | 0.02% | 277 |
|
|
2020
Q2 | – | Sell |
-506
| Closed | -$41K | – | 760 |
|
|
2020
Q1 | $41K | Sell |
506
-48
| -9% | -$3.89K | 0.03% | 310 |
|
|
2019
Q4 | $66K | Buy |
+554
| New | +$66K | 0.05% | 199 |
|