Financial Gravity Asset 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
Q1 | $30.7K | Buy |
+191
| New | +$30.7K | 0.01% | 402 |
|
|
2024
Q2 | $28.7K | Sell |
191
-445
| -70% | -$66.9K | 0.01% | 332 |
|
|
2024
Q1 | $95.8K | Buy |
636
+316
| +99% | +$47.6K | 0.01% | 286 |
|
|
2023
Q4 | $1.6M | Buy |
320
+308
| +2,567% | +$1.54M | 0.02% | 269 |
|
|
2023
Q3 | $1.55M | Buy |
+12
| New | +$1.55M | 0.02% | 256 |
|
|
2022
Q1 | – | Sell |
-226
| Closed | -$33 | – | 1018 |
|
|
2021
Q4 | $33 | Sell |
226
-19
| -8% | -$3 | ﹤0.01% | 758 |
|
|
2021
Q3 | $35K | Hold |
245
| – | – | 0.02% | 674 |
|
|
2021
Q2 | $34K | Buy |
245
+8
| +3% | +$1.11K | 0.01% | 680 |
|
|
2021
Q1 | $32 | Hold |
237
| – | – | ﹤0.01% | 610 |
|
|
2020
Q4 | $28K | Buy |
+237
| New | +$28K | 0.03% | 114 |
|
|
2020
Q2 | – | Sell |
-184
| Closed | -$15 | – | 901 |
|
|
2020
Q1 | $15 | Buy |
184
+4
| +2% | – | ﹤0.01% | 1027 |
|
|
2019
Q4 | $21K | Buy |
180
+7
| +4% | +$817 | 0.01% | 1000 |
|
|
2019
Q3 | $20K | Hold |
173
| – | – | 0.02% | 456 |
|
|
2019
Q2 | $19K | Hold |
173
| – | – | 0.02% | 491 |
|
|
2019
Q1 | $19K | Buy |
+173
| New | +$19K | 0.02% | 453 |
|
|
2018
Q3 | $19K | Buy |
178
+173
| +3,460% | +$18.5K | 0.02% | 480 |
|
|
2018
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1296 |
|