Foresight Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,310
| Closed | -$221K | – | 103 |
|
|
2020
Q2 | $221K | Buy |
+2,310
| New | +$221K | 0.1% | 80 |
|
|
2020
Q1 | – | Sell |
-2,441
| Closed | -$291K | – | 112 |
|
|
2019
Q4 | $291K | Sell |
2,441
-1,490
| -38% | -$178K | 0.18% | 71 |
|
|
2019
Q3 | $444K | Sell |
3,931
-1,326
| -25% | -$150K | 0.32% | 55 |
|
|
2019
Q2 | $585K | Sell |
5,257
-2,481
| -32% | -$276K | 0.44% | 49 |
|
|
2019
Q1 | $842K | Sell |
7,738
-1,582
| -17% | -$172K | 0.73% | 33 |
|
|
2018
Q4 | $888K | Buy |
+9,320
| New | +$888K | 0.94% | 28 |
|