Evensky & Katz’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 | $14.6M | Sell |
88,475
-1,879
| -2% | -$309K | 0.89% | 20 |
|
|
2025
Q1 | $14.5M | Sell |
90,354
-4,528
| -5% | -$727K | 0.97% | 19 |
|
|
2024
Q4 | $15.3M | Sell |
94,882
-3,720
| -4% | -$602K | 1% | 19 |
|
|
2024
Q3 | $16.5M | Sell |
98,602
-767
| -0.8% | -$129K | 1.08% | 19 |
|
|
2024
Q2 | $14.9M | Sell |
99,369
-1,044
| -1% | -$157K | 1.04% | 19 |
|
|
2024
Q1 | $15.7M | Sell |
100,413
-1,028
| -1% | -$160K | 1.1% | 19 |
|
|
2023
Q4 | $14.7M | Buy |
101,441
+82
| +0.1% | +$11.9K | 1.11% | 19 |
|
|
2023
Q3 | $13.3M | Sell |
101,359
-2,937
| -3% | -$385K | 1.13% | 19 |
|
|
2023
Q2 | $14.4M | Sell |
104,296
-2,210
| -2% | -$306K | 1.09% | 20 |
|
|
2023
Q1 | $14.3M | Sell |
106,506
-48
| -0% | -$6.44K | 1.15% | 20 |
|
|
2022
Q4 | $14.4M | Buy |
106,554
+120
| +0.1% | +$16.2K | 1.3% | 20 |
|
|
2022
Q3 | $13M | Sell |
106,434
-2,788
| -3% | -$339K | 1.53% | 18 |
|
|
2022
Q2 | $14.1M | Sell |
109,222
-2,511
| -2% | -$325K | 1.62% | 17 |
|
|
2022
Q1 | $16.7M | Sell |
111,733
-2,228
| -2% | -$333K | 1.65% | 16 |
|
|
2021
Q4 | $17.1M | Sell |
113,961
-2,434
| -2% | -$366K | 1.65% | 15 |
|
|
2021
Q3 | $16.3M | Sell |
116,395
-3,005
| -3% | -$420K | 1.7% | 15 |
|
|
2021
Q2 | $16.8M | Sell |
119,400
-5,215
| -4% | -$733K | 1.71% | 15 |
|
|
2021
Q1 | $16.8M | Sell |
124,615
-2,730
| -2% | -$368K | 1.86% | 14 |
|
|
2020
Q4 | $15.1M | Sell |
127,345
-392
| -0.3% | -$46.6K | 1.87% | 13 |
|
|
2020
Q3 | $12.9M | Sell |
127,737
-1,999
| -2% | -$203K | 1.76% | 15 |
|
|
2020
Q2 | $12.4M | Sell |
129,736
-3,926
| -3% | -$376K | 1.79% | 15 |
|
|
2020
Q1 | $10.9M | Buy |
133,662
+119,421
| +839% | +$9.71M | 1.71% | 15 |
|
|
2019
Q4 | $1.7M | Sell |
14,241
-7,755
| -35% | -$924K | 0.24% | 37 |
|
|
2019
Q3 | $2.49M | Buy |
21,996
+137
| +0.6% | +$15.5K | 0.34% | 33 |
|
|
2019
Q2 | $2.43M | Sell |
21,859
-33
| -0.2% | -$3.68K | 0.34% | 31 |
|
|
2019
Q1 | $2.36M | Buy |
+21,892
| New | +$2.36M | 0.33% | 32 |
|