Forza 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Hold |
31,407
| – | – | 2.12% | 9 |
|
|
2025
Q1 | $5.04M | Hold |
31,407
| – | – | 2.27% | 7 |
|
|
2024
Q4 | $5.08M | Buy |
31,407
+585
| +2% | +$94.6K | 2.31% | 7 |
|
|
2024
Q3 | $5.17M | Sell |
30,822
-76
| -0.2% | -$12.7K | 2.37% | 6 |
|
|
2024
Q2 | $4.65M | Sell |
30,898
-50
| -0.2% | -$7.52K | 2.4% | 8 |
|
|
2024
Q1 | $4.83M | Sell |
30,948
-100
| -0.3% | -$15.6K | 2.51% | 7 |
|
|
2023
Q4 | $4.5M | Sell |
31,048
-5,546
| -15% | -$804K | 2.48% | 7 |
|
|
2023
Q3 | $4.79M | Buy |
36,594
+112
| +0.3% | +$14.7K | 2.47% | 4 |
|
|
2023
Q2 | $5.05M | Buy |
36,482
+473
| +1% | +$65.5K | 2.54% | 4 |
|
|
2023
Q1 | $4.83M | Buy |
36,009
+4,386
| +14% | +$588K | 2.49% | 3 |
|
|
2022
Q4 | $4.28M | Buy |
+31,623
| New | +$4.28M | 2.84% | 5 |
|