Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9
| Closed | -$1.31K | – | 429 |
|
|
2023
Q4 | $1.31K | Hold |
9
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $1.18K | Sell |
9
-57
| -86% | -$7.47K | ﹤0.01% | 417 |
|
|
2023
Q2 | $9.13K | Buy |
+66
| New | +$9.13K | ﹤0.01% | 300 |
|
|
2021
Q2 | – | Sell |
-107
| Closed | -$14K | – | 500 |
|
|
2021
Q1 | $14K | Buy |
107
+104
| +3,467% | +$13.6K | 0.01% | 282 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 640 |
|
|
2020
Q2 | $0 | Sell |
3
-9
| -75% | – | ﹤0.01% | 691 |
|
|
2020
Q1 | $1K | Sell |
12
-10
| -45% | -$833 | ﹤0.01% | 579 |
|
|
2019
Q4 | $3K | Sell |
22
-8
| -27% | -$1.09K | ﹤0.01% | 498 |
|
|
2019
Q3 | $3K | Sell |
30
-63
| -68% | -$6.3K | ﹤0.01% | 476 |
|
|
2019
Q2 | $10K | Buy |
+93
| New | +$10K | ﹤0.01% | 375 |
|