Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,565
| Closed | -$355K | – | 210 |
|
|
2023
Q2 | $355K | Buy |
+2,565
| New | +$355K | 0.04% | 149 |
|
|
2019
Q3 | – | Sell |
-285
| Closed | -$32K | – | 772 |
|
|
2019
Q2 | $32K | Sell |
285
-75
| -21% | -$8.42K | ﹤0.01% | 384 |
|
|
2019
Q1 | $39K | Sell |
360
-4
| -1% | -$433 | 0.01% | 307 |
|
|
2018
Q4 | $36K | Buy |
+364
| New | +$36K | 0.01% | 334 |
|