Estate Counselors’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 | – | Sell |
-9,315
| Closed | -$1.5M | – | 125 |
|
|
2025
Q1 | $1.5M | Sell |
9,315
-29,552
| -76% | -$4.74M | 0.16% | 60 |
|
|
2024
Q4 | $6.29M | Buy |
38,867
+36,977
| +1,956% | +$5.98M | 0.67% | 21 |
|
|
2024
Q3 | $318K | Sell |
1,890
-40,005
| -95% | -$6.72M | 0.03% | 97 |
|
|
2024
Q2 | $6.31M | Buy |
+41,895
| New | +$6.31M | 0.69% | 21 |
|
|
2023
Q4 | – | Sell |
-3,980
| Closed | -$521K | – | 139 |
|
|
2023
Q3 | $521K | Buy |
+3,980
| New | +$521K | 0.07% | 109 |
|
|
2023
Q1 | – | Sell |
-69,289
| Closed | -$9.37M | – | 168 |
|
|
2022
Q4 | $9.37M | Buy |
+69,289
| New | +$9.37M | 1.31% | 24 |
|
|
2022
Q3 | – | Sell |
-70,105
| Closed | -$9.08M | – | 191 |
|
|
2022
Q2 | $9.08M | Buy |
70,105
+3,370
| +5% | +$436K | 1.35% | 27 |
|
|
2022
Q1 | $9.99M | Buy |
+66,735
| New | +$9.99M | 1.3% | 25 |
|
|
2021
Q4 | – | Sell |
-12,800
| Closed | -$1.79M | – | 187 |
|
|
2021
Q3 | $1.79M | Sell |
12,800
-154,690
| -92% | -$21.6M | 0.22% | 54 |
|
|
2021
Q2 | $23.5M | Buy |
+167,490
| New | +$23.5M | 3.08% | 7 |
|
|
2020
Q3 | – | Sell |
-25
| Closed | -$2K | – | 149 |
|
|
2020
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 156 |
|
|
2017
Q3 | – | Sell |
-85,930
| Closed | -$8.84M | – | 61 |
|
|
2017
Q2 | $8.84M | Buy |
+85,930
| New | +$8.84M | 2% | 20 |
|
|
2016
Q1 | – | Sell |
-9,450
| Closed | -$812K | – | 72 |
|
|
2015
Q4 | $812K | Buy |
9,450
+270
| +3% | +$23.2K | 0.33% | 49 |
|
|
2015
Q3 | $764K | Buy |
+9,180
| New | +$764K | 0.31% | 50 |
|