GeoWealth 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 | $40.6K | Hold |
247
| – | – | ﹤0.01% | 977 |
|
|
2025
Q1 | $39.7K | Sell |
247
-464
| -65% | -$74.5K | ﹤0.01% | 916 |
|
|
2024
Q4 | $115K | Buy |
711
+414
| +139% | +$67K | ﹤0.01% | 926 |
|
|
2024
Q3 | $49.8K | Buy |
297
+84
| +39% | +$14.1K | ﹤0.01% | 1072 |
|
|
2024
Q2 | $32K | Buy |
+213
| New | +$32K | ﹤0.01% | 832 |
|
|
2024
Q1 | – | Sell |
-78
| Closed | -$11K | – | 915 |
|
|
2023
Q4 | $11K | Buy |
+78
| New | +$11K | ﹤0.01% | 657 |
|
|
2021
Q3 | – | Sell |
-13,747
| Closed | -$1.93M | – | 404 |
|
|
2021
Q2 | $1.93M | Buy |
13,747
+1,004
| +8% | +$141K | 0.24% | 81 |
|
|
2021
Q1 | $1.72M | Sell |
12,743
-7,939
| -38% | -$1.07M | 0.27% | 71 |
|
|
2020
Q4 | $2.46M | Buy |
+20,682
| New | +$2.46M | 0.39% | 68 |
|