FPCG
Forum Private Client Group’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
2,226
+7
| +0.3% | +$1.15K | 0.14% | 55 |
|
|
2025
Q1 | $356K | Sell |
2,219
-8
| -0.4% | -$1.29K | 0.15% | 54 |
|
|
2024
Q4 | $360K | Sell |
2,227
-256
| -10% | -$41.4K | 0.16% | 54 |
|
|
2024
Q3 | $416K | Sell |
2,483
-21
| -0.8% | -$3.52K | 0.18% | 50 |
|
|
2024
Q2 | $377K | Buy |
2,504
+17
| +0.7% | +$2.56K | 0.18% | 50 |
|
|
2024
Q1 | $388K | Buy |
2,487
+60
| +2% | +$9.36K | 0.19% | 52 |
|
|
2023
Q4 | $352K | Buy |
+2,427
| New | +$352K | 0.18% | 52 |
|
|
2023
Q3 | – | Sell |
-2,923
| Closed | -$404K | – | 66 |
|
|
2023
Q2 | $404K | Buy |
2,923
+22
| +0.8% | +$3.04K | 0.23% | 49 |
|
|
2023
Q1 | $389K | Sell |
2,901
-60
| -2% | -$8.04K | 0.25% | 50 |
|
|
2022
Q4 | $400K | Hold |
2,961
| – | – | 0.28% | 46 |
|
|
2022
Q3 | $361K | Buy |
2,961
+404
| +16% | +$49.3K | 0.27% | 48 |
|
|
2022
Q2 | $331K | Buy |
2,557
+31
| +1% | +$4.01K | 0.24% | 50 |
|
|
2022
Q1 | $378K | Buy |
+2,526
| New | +$378K | 0.29% | 48 |
|