GHP Investment 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
Q2 | $879K | Sell |
5,346
-11
| -0.2% | -$1.81K | 0.04% | 276 |
|
|
2025
Q1 | $860K | Sell |
5,357
-47
| -0.9% | -$7.55K | 0.04% | 271 |
|
|
2024
Q4 | $874K | Buy |
5,404
+47
| +0.9% | +$7.6K | 0.04% | 274 |
|
|
2024
Q3 | $898K | Sell |
5,357
-164
| -3% | -$27.5K | 0.04% | 268 |
|
|
2024
Q2 | $830K | Sell |
5,521
-9
| -0.2% | -$1.35K | 0.04% | 273 |
|
|
2024
Q1 | $862K | Buy |
5,530
+1,367
| +33% | +$213K | 0.04% | 278 |
|
|
2023
Q4 | $604K | Buy |
4,163
+1,430
| +52% | +$207K | 0.03% | 291 |
|
|
2023
Q3 | $354K | Buy |
2,733
+994
| +57% | +$129K | 0.02% | 322 |
|
|
2023
Q2 | $245K | Buy |
1,739
+908
| +109% | +$128K | 0.01% | 354 |
|
|
2023
Q1 | $111K | Sell |
831
-61
| -7% | -$8.17K | 0.01% | 426 |
|
|
2022
Q4 | $121K | Sell |
892
-35
| -4% | -$4.74K | 0.01% | 417 |
|
|
2022
Q3 | $113K | Buy |
927
+402
| +77% | +$49K | 0.01% | 407 |
|
|
2022
Q2 | $68K | Buy |
525
+510
| +3,400% | +$66.1K | 0.01% | 452 |
|
|
2022
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 901 |
|