FSA 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 | $57.6K | Buy |
647
+1
| +0.2% | +$89 | 0.02% | 141 |
|
|
2025
Q1 | $58.5K | Sell |
646
-1,855
| -74% | -$168K | 0.02% | 139 |
|
|
2024
Q4 | $405K | Sell |
2,501
-54
| -2% | -$8.74K | 0.16% | 29 |
|
|
2024
Q3 | $428K | Buy |
+2,555
| New | +$428K | 0.17% | 30 |
|
|
2024
Q1 | $399K | Buy |
2,561
+100
| +4% | +$15.6K | 0.17% | 28 |
|
|
2023
Q4 | $357K | Buy |
2,461
+2
| +0.1% | +$290 | 0.17% | 27 |
|
|
2023
Q3 | $322K | Buy |
2,459
+1,013
| +70% | +$133K | 0.18% | 29 |
|
|
2023
Q2 | $200K | Buy |
+1,446
| New | +$200K | 0.11% | 45 |
|
|
2023
Q1 | – | Sell |
-1,740
| Closed | -$235K | – | 47 |
|
|
2022
Q4 | $235K | Sell |
1,740
-4,987
| -74% | -$675K | 0.14% | 39 |
|
|
2022
Q3 | $819K | Buy |
+6,727
| New | +$819K | 0.57% | 19 |
|
|
2021
Q1 | – | Sell |
-968
| Closed | -$115K | – | 231 |
|
|
2020
Q4 | $115K | Buy |
+968
| New | +$115K | 0.06% | 80 |
|
|
2020
Q3 | – | Sell |
-940
| Closed | -$90K | – | 351 |
|
|
2020
Q2 | $90K | Buy |
+940
| New | +$90K | 0.06% | 85 |
|