FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $394K | Hold |
2,600
| – | – | 0.14% | 131 |
|
|
2023
Q4 | $377K | Hold |
2,600
| – | – | 0.14% | 131 |
|
|
2023
Q3 | $340K | Hold |
2,600
| – | – | 0.15% | 117 |
|
|
2023
Q2 | $360K | Hold |
2,600
| – | – | 0.15% | 113 |
|
|
2023
Q1 | $349K | Hold |
2,600
| – | – | 0.17% | 106 |
|
|
2022
Q4 | $352K | Sell |
2,600
-265
| -9% | -$35.8K | 0.2% | 94 |
|
|
2022
Q3 | $349K | Buy |
2,865
+265
| +10% | +$32.3K | 0.23% | 81 |
|
|
2022
Q2 | $337K | Hold |
2,600
| – | – | 0.23% | 80 |
|
|
2022
Q1 | $389K | Hold |
2,600
| – | – | 0.3% | 68 |
|
|
2021
Q4 | $391K | Buy |
+2,600
| New | +$391K | 0.25% | 74 |
|