Evergreen Capital 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 | $570K | Sell |
3,450
-175
| -5% | -$28.9K | 0.02% | 503 |
|
|
2025
Q1 | $582K | Buy |
3,625
+2
| +0.1% | +$321 | 0.02% | 452 |
|
|
2024
Q4 | $586K | Buy |
3,623
+3
| +0.1% | +$485 | 0.02% | 457 |
|
|
2024
Q3 | $607K | Buy |
3,620
+4
| +0.1% | +$671 | 0.02% | 443 |
|
|
2024
Q2 | $547K | Hold |
3,616
| – | – | 0.02% | 443 |
|
|
2024
Q1 | $564K | Buy |
3,616
+2
| +0.1% | +$312 | 0.02% | 418 |
|
|
2023
Q4 | $524K | Sell |
3,614
-321
| -8% | -$46.6K | 0.02% | 412 |
|
|
2023
Q3 | $515K | Buy |
3,935
+302
| +8% | +$39.6K | 0.02% | 387 |
|
|
2023
Q2 | $503K | Buy |
3,633
+1,302
| +56% | +$180K | 0.02% | 391 |
|
|
2023
Q1 | $313K | Buy |
2,331
+150
| +7% | +$20.1K | 0.01% | 498 |
|
|
2022
Q4 | $295K | Buy |
2,181
+3
| +0.1% | +$406 | 0.01% | 491 |
|
|
2022
Q3 | $265K | Sell |
2,178
-14
| -0.6% | -$1.7K | 0.01% | 478 |
|
|
2022
Q2 | $284K | Buy |
2,192
+218
| +11% | +$28.2K | 0.01% | 433 |
|
|
2022
Q1 | $295K | Hold |
1,974
| – | – | 0.01% | 486 |
|
|
2021
Q4 | $297K | Hold |
1,974
| – | – | 0.01% | 481 |
|
|
2021
Q3 | $276K | Buy |
+1,974
| New | +$276K | 0.01% | 457 |
|