Glassman Wealth Services’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 | – | Sell |
-201
| Closed | -$32.3K | – | 217 |
|
|
2025
Q1 | $32.3K | Buy |
201
+166
| +474% | +$26.7K | 0.01% | 120 |
|
|
2024
Q4 | $5.66K | Buy |
+35
| New | +$5.66K | ﹤0.01% | 147 |
|
|
2023
Q1 | – | Sell |
-1,264
| Closed | -$171K | – | 2000 |
|
|
2022
Q4 | $171K | Buy |
+1,264
| New | +$171K | 0.03% | 198 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$32K | – | 801 |
|
|
2017
Q3 | $32K | Hold |
300
| – | – | 0.02% | 185 |
|
|
2017
Q2 | $31K | Buy |
+300
| New | +$31K | 0.02% | 191 |
|