Fee-Only Financial Planning’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 | $3.74M | Buy |
22,771
+136
| +0.6% | +$22.4K | 2.32% | 9 |
|
2025
Q1 | $3.63M | Sell |
22,635
-1
| -0% | -$161 | 2.48% | 9 |
|
2024
Q4 | $3.66M | Sell |
22,636
-200
| -0.9% | -$32.4K | 2.37% | 9 |
|
2024
Q3 | $3.83M | Buy |
22,836
+202
| +0.9% | +$33.9K | 2.45% | 9 |
|
2024
Q2 | $3.4M | Buy |
22,634
+114
| +0.5% | +$17.1K | 2.29% | 9 |
|
2024
Q1 | $3.51M | Sell |
22,520
-40
| -0.2% | -$6.24K | 2.37% | 9 |
|
2023
Q4 | $3.27M | Buy |
22,560
+402
| +2% | +$58.3K | 2.36% | 9 |
|
2023
Q3 | $2.9M | Buy |
22,158
+1,107
| +5% | +$145K | 2.34% | 9 |
|
2023
Q2 | $2.91M | Buy |
21,051
+20
| +0.1% | +$2.77K | 2.22% | 9 |
|
2023
Q1 | $2.82M | Sell |
21,031
-1,099
| -5% | -$147K | 2.29% | 9 |
|
2022
Q4 | $2.99M | Buy |
+22,130
| New | +$2.99M | 2.51% | 8 |
|