Evergreen 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 | $1.29M | Sell |
7,834
-193
| -2% | -$31.7K | 0.72% | 40 |
|
|
2025
Q1 | $1.29M | Sell |
8,027
-82
| -1% | -$13.2K | 0.77% | 40 |
|
|
2024
Q4 | $1.31M | Buy |
8,109
+32
| +0.4% | +$5.18K | 0.78% | 40 |
|
|
2024
Q3 | $1.35M | Sell |
8,077
-1,997
| -20% | -$335K | 0.81% | 40 |
|
|
2024
Q2 | $1.52M | Hold |
10,074
| – | – | 1% | 33 |
|
|
2024
Q1 | $1.57M | Hold |
10,074
| – | – | 1.06% | 35 |
|
|
2023
Q4 | $1.46M | Sell |
10,074
-1,709
| -15% | -$248K | 1.07% | 34 |
|
|
2023
Q3 | $1.54M | Sell |
11,783
-213
| -2% | -$27.9K | 1.22% | 31 |
|
|
2023
Q2 | $1.59M | Buy |
11,996
+13
| +0.1% | +$1.72K | 1.24% | 29 |
|
|
2023
Q1 | $1.78M | Buy |
11,983
+1,510
| +14% | +$225K | 1.58% | 25 |
|
|
2022
Q4 | $1.53M | Buy |
+10,473
| New | +$1.53M | 1.41% | 27 |
|