Everhart Financial Group’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 | $5.3M | Buy |
32,246
+4,089
| +15% | +$672K | 0.61% | 24 |
|
|
2025
Q1 | $4.52M | Buy |
28,157
+4,504
| +19% | +$723K | 0.62% | 22 |
|
|
2024
Q4 | $3.83M | Buy |
23,653
+2,443
| +12% | +$395K | 0.79% | 25 |
|
|
2024
Q3 | $3.56M | Sell |
21,210
-276
| -1% | -$46.3K | 0.79% | 27 |
|
|
2024
Q2 | $3.23M | Buy |
21,486
+436
| +2% | +$65.6K | 0.84% | 26 |
|
|
2024
Q1 | $3.28M | Buy |
21,050
+1,825
| +9% | +$285K | 0.96% | 24 |
|
|
2023
Q4 | $2.79M | Buy |
19,225
+441
| +2% | +$63.9K | 0.99% | 24 |
|
|
2023
Q3 | $2.46M | Sell |
18,784
-484
| -3% | -$63.4K | 1.04% | 24 |
|
|
2023
Q2 | $4.33M | Buy |
19,268
+2,136
| +12% | +$480K | 1.79% | 10 |
|
|
2023
Q1 | $2.3M | Buy |
17,132
+1,295
| +8% | +$174K | 1.03% | 22 |
|
|
2022
Q4 | $2.14M | Sell |
15,837
-253
| -2% | -$34.2K | 1.08% | 22 |
|
|
2022
Q3 | $1.96M | Buy |
16,090
+1,922
| +14% | +$234K | 1.08% | 22 |
|
|
2022
Q2 | $1.84M | Sell |
14,168
-1,417
| -9% | -$184K | 1.12% | 19 |
|
|
2022
Q1 | $2.33M | Buy |
15,585
+359
| +2% | +$53.7K | 1.35% | 20 |
|
|
2021
Q4 | $2.29M | Buy |
15,226
+219
| +1% | +$32.9K | 1.38% | 21 |
|
|
2021
Q3 | $2.1M | Buy |
15,007
+926
| +7% | +$129K | 1.44% | 19 |
|
|
2021
Q2 | $1.98M | Buy |
14,081
+1,178
| +9% | +$165K | 1.36% | 20 |
|
|
2021
Q1 | $1.74M | Sell |
12,903
-6
| -0% | -$809 | 1.53% | 17 |
|
|
2020
Q4 | $1.54M | Buy |
+12,909
| New | +$1.54M | 1.42% | 19 |
|