FSWA
Financial Synergies Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13
| Closed | -$1.99K | – | 463 |
|
|
2024
Q1 | $1.99K | Buy |
13
+1
| +8% | +$153 | ﹤0.01% | 329 |
|
|
2023
Q4 | $1.68K | Sell |
12
-1
| -8% | -$140 | ﹤0.01% | 262 |
|
|
2023
Q3 | $1.65K | Hold |
13
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $1.74K | Buy |
13
+1
| +8% | +$133 | ﹤0.01% | 305 |
|
|
2023
Q1 | $1.67K | Hold |
12
| – | – | ﹤0.01% | 312 |
|
|
2022
Q4 | $1.68K | Hold |
12
| – | – | ﹤0.01% | 262 |
|
|
2022
Q3 | $1.5K | Hold |
12
| – | – | ﹤0.01% | 247 |
|
|
2022
Q2 | $1.58K | Buy |
+12
| New | +$1.58K | ﹤0.01% | 262 |
|