GGM Wealth Advisors’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
Q1 | $394K | Sell |
2,543
-276
| -10% | -$42.8K | 0.22% | 83 |
|
|
2024
Q4 | $456K | Buy |
2,819
+129
| +5% | +$20.9K | 0.24% | 78 |
|
|
2024
Q3 | $451K | Hold |
2,690
| – | – | 0.19% | 82 |
|
|
2024
Q2 | $407K | Hold |
2,690
| – | – | 0.19% | 84 |
|
|
2024
Q1 | $415K | Hold |
2,690
| – | – | 0.19% | 83 |
|
|
2023
Q4 | $386K | Sell |
2,690
-15
| -0.6% | -$2.15K | 0.16% | 95 |
|
|
2023
Q3 | $354K | Sell |
2,705
-30
| -1% | -$3.93K | 0.15% | 93 |
|
|
2023
Q2 | $386K | Buy |
+2,735
| New | +$386K | 0.16% | 92 |
|
|
2023
Q1 | – | Sell |
-2,835
| Closed | -$395K | – | 132 |
|
|
2022
Q4 | $395K | Hold |
2,835
| – | – | 0.2% | 81 |
|
|
2022
Q3 | $370K | Buy |
2,835
+228
| +9% | +$29.8K | 0.2% | 87 |
|
|
2022
Q2 | $340K | Sell |
2,607
-4,965
| -66% | -$648K | 0.19% | 91 |
|
|
2022
Q1 | $1.15M | Buy |
+7,572
| New | +$1.15M | 0.58% | 40 |
|