Financial Perspectives’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 | $153K | Sell |
929
-22
| -2% | -$3.62K | 0.05% | 172 |
|
|
2025
Q1 | $153K | Hold |
951
| – | – | 0.05% | 164 |
|
|
2024
Q4 | $154K | Hold |
951
| – | – | 0.05% | 167 |
|
|
2024
Q3 | $159K | Buy |
951
+1
| +0.1% | +$168 | 0.06% | 157 |
|
|
2024
Q2 | $143K | Hold |
950
| – | – | 0.05% | 167 |
|
|
2024
Q1 | $148K | Buy |
950
+1
| +0.1% | +$156 | 0.06% | 167 |
|
|
2023
Q4 | $138K | Buy |
949
+1
| +0.1% | +$145 | 0.06% | 167 |
|
|
2023
Q3 | $124K | Buy |
948
+1
| +0.1% | +$131 | 0.06% | 165 |
|
|
2023
Q2 | $131K | Hold |
947
| – | – | 0.06% | 158 |
|
|
2023
Q1 | $127K | Buy |
947
+1
| +0.1% | +$134 | 0.06% | 156 |
|
|
2022
Q4 | $128K | Buy |
946
+1
| +0.1% | +$135 | 0.07% | 150 |
|
|
2022
Q3 | $115K | Buy |
945
+22
| +2% | +$2.68K | 0.06% | 160 |
|
|
2022
Q2 | $119K | Buy |
923
+1
| +0.1% | +$129 | 0.07% | 159 |
|
|
2022
Q1 | $138K | Hold |
922
| – | – | 0.06% | 153 |
|
|
2021
Q4 | $139K | Buy |
922
+1
| +0.1% | +$150 | 0.07% | 148 |
|
|
2021
Q3 | $129K | Hold |
921
| – | – | 0.06% | 154 |
|
|
2021
Q2 | $129K | Sell |
921
-108,324
| -99% | -$15.2M | 0.06% | 164 |
|
|
2021
Q1 | $810K | Buy |
109,245
+108,435
| +13,387% | +$804K | 0.04% | 231 |
|
|
2020
Q4 | $96.4K | Hold |
810
| – | – | 0.05% | 172 |
|
|
2020
Q3 | $82.1K | Hold |
810
| – | – | 0.05% | 159 |
|
|
2020
Q2 | $77.5K | Hold |
810
| – | – | 0.06% | 153 |
|
|
2020
Q1 | $65.8K | Hold |
810
| – | – | 0.05% | 147 |
|
|
2019
Q4 | $96.5K | Buy |
+810
| New | +$96.5K | 0.07% | 125 |
|