Founders Financial Alliance’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 | $806K | Hold |
4,900
| – | – | 0.18% | 117 |
|
|
2025
Q1 | $787K | Buy |
4,900
+236
| +5% | +$37.9K | 0.19% | 112 |
|
|
2024
Q4 | $755K | Buy |
4,664
+4,227
| +967% | +$684K | 0.21% | 103 |
|
|
2024
Q3 | $73.3K | Hold |
437
| – | – | 0.02% | 361 |
|
|
2024
Q2 | $65.7K | Hold |
437
| – | – | 0.02% | 353 |
|
|
2024
Q1 | $68.1K | Hold |
437
| – | – | 0.02% | 356 |
|
|
2023
Q4 | $63.4K | Hold |
437
| – | – | 0.02% | 322 |
|
|
2023
Q3 | $57.2K | Hold |
437
| – | – | 0.03% | 310 |
|
|
2023
Q2 | $60.5K | Sell |
437
-365
| -46% | -$50.5K | 0.02% | 330 |
|
|
2023
Q1 | $108K | Hold |
802
| – | – | 0.05% | 249 |
|
|
2022
Q4 | $108K | Hold |
802
| – | – | 0.05% | 261 |
|
|
2022
Q3 | $98K | Sell |
802
-1,246
| -61% | -$152K | 0.05% | 258 |
|
|
2022
Q2 | $265K | Buy |
2,048
+1,246
| +155% | +$161K | 0.13% | 168 |
|
|
2022
Q1 | $120K | Hold |
802
| – | – | 0.05% | 251 |
|
|
2021
Q4 | $121K | Hold |
802
| – | – | 0.05% | 284 |
|
|
2021
Q3 | $112K | Hold |
802
| – | – | 0.05% | 270 |
|
|
2021
Q2 | $113K | Hold |
802
| – | – | 0.05% | 281 |
|
|
2021
Q1 | $113K | Hold |
802
| – | – | 0.06% | 262 |
|
|
2020
Q4 | $95K | Hold |
802
| – | – | 0.05% | 248 |
|
|
2020
Q3 | $82K | Buy |
+802
| New | +$82K | 0.05% | 298 |
|