ERn Financial LLC’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
$649K Sell
3,944
-103
-3% -$16.9K 0.14% 87
2025
Q1
$650K Sell
4,047
-22
-0.5% -$3.53K 0.1% 120
2024
Q4
$658K Hold
4,069
0.1% 129
2024
Q3
$682K Hold
4,069
0.1% 126
2024
Q2
$612K Buy
4,069
+40
+1% +$6.02K 0.1% 126
2024
Q1
$628K Sell
4,029
-132
-3% -$20.6K 0.11% 123
2023
Q4
$588K Sell
4,161
-1
-0% -$141 0.11% 114
2023
Q3
$545K Sell
4,162
-17
-0.4% -$2.23K 0.12% 115
2023
Q2
$578K Sell
4,179
-26
-0.6% -$3.6K 0.12% 114
2023
Q1
$564K Sell
4,205
-47
-1% -$6.3K 0.12% 112
2022
Q4
$575K Buy
4,252
+69
+2% +$9.33K 0.13% 109
2022
Q3
$509K Sell
4,183
-371
-8% -$45.1K 0.13% 103
2022
Q2
$590K Buy
4,554
+105
+2% +$13.6K 0.14% 99
2022
Q1
$666K Buy
4,449
+2
+0% +$299 0.15% 91
2021
Q4
$669K Sell
4,447
-45
-1% -$6.77K 0.15% 86
2021
Q3
$627K Sell
4,492
-72
-2% -$10.1K 0.16% 75
2021
Q2
$641K Sell
4,564
-111
-2% -$15.6K 0.23% 59
2021
Q1
$631K Sell
4,675
-68
-1% -$9.18K 0.24% 55
2020
Q4
$564K Buy
4,743
+25
+0.5% +$2.97K 0.23% 54
2020
Q3
$478K Hold
4,718
0.22% 52
2020
Q2
$452K Sell
4,718
-388
-8% -$37.2K 0.23% 51
2020
Q1
$415K Buy
5,106
+1,606
+46% +$131K 0.27% 44
2019
Q4
$417K Buy
3,500
+1,247
+55% +$149K 0.24% 41
2019
Q3
$255K Hold
2,253
0.18% 46
2019
Q2
$251K Sell
2,253
-4,553
-67% -$507K 0.19% 46
2019
Q1
$756K Sell
6,806
-217
-3% -$24.1K 0.46% 33
2018
Q4
$669K Buy
+7,023
New +$669K 0.6% 31