Evermay 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 | $77.8K | Sell |
473
-61
| -11% | -$10K | 0.01% | 292 |
|
|
2025
Q1 | $85.8K | Buy |
534
+2
| +0.4% | +$321 | 0.01% | 276 |
|
|
2024
Q4 | $86.1K | Sell |
532
-760
| -59% | -$123K | 0.01% | 267 |
|
|
2024
Q3 | $217K | Sell |
1,292
-1,558
| -55% | -$261K | 0.03% | 190 |
|
|
2024
Q2 | $429K | Sell |
2,850
-35
| -1% | -$5.26K | 0.07% | 138 |
|
|
2024
Q1 | $450K | Buy |
2,885
+2,705
| +1,503% | +$422K | 0.07% | 136 |
|
|
2023
Q4 | $26.1K | Hold |
180
| – | – | ﹤0.01% | 377 |
|
|
2023
Q3 | $23.6K | Hold |
180
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $24.9K | Buy |
180
+67
| +59% | +$9.27K | ﹤0.01% | 365 |
|
|
2023
Q1 | $15.2K | Buy |
+113
| New | +$15.2K | ﹤0.01% | 378 |
|
|
2022
Q3 | – | Sell |
-176
| Closed | -$23K | – | 564 |
|
|
2022
Q2 | $23K | Hold |
176
| – | – | ﹤0.01% | 337 |
|
|
2022
Q1 | $26K | Hold |
176
| – | – | ﹤0.01% | 351 |
|
|
2021
Q4 | $26K | Hold |
176
| – | – | ﹤0.01% | 337 |
|
|
2021
Q3 | $25K | Hold |
176
| – | – | ﹤0.01% | 322 |
|
|
2021
Q2 | $25K | Buy |
+176
| New | +$25K | ﹤0.01% | 341 |
|