GoalVest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
1,002
+504
| +101% | +$82.9K | 0.04% | 140 |
|
|
2025
Q1 | $79.9K | Sell |
498
-63
| -11% | -$10.1K | 0.02% | 155 |
|
|
2024
Q4 | $90.8K | Buy |
561
+3
| +0.5% | +$485 | 0.02% | 151 |
|
|
2024
Q3 | $93.6K | Hold |
558
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $83.9K | Hold |
558
| – | – | 0.03% | 143 |
|
|
2024
Q1 | $87K | Buy |
558
+545
| +4,192% | +$85K | 0.03% | 154 |
|
|
2023
Q4 | $1.89K | Sell |
13
-15
| -54% | -$2.18K | ﹤0.01% | 334 |
|
|
2023
Q3 | $3.67K | Buy |
+28
| New | +$3.67K | ﹤0.01% | 368 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$6K | – | 275 |
|
|
2022
Q3 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 205 |
|
|
2022
Q2 | – | Sell |
-131
| Closed | -$20K | – | 545 |
|
|
2022
Q1 | $20K | Buy |
+131
| New | +$20K | 0.01% | 196 |
|
|
2021
Q2 | $18K | Buy |
+131
| New | +$18K | 0.01% | 180 |
|
|
2021
Q1 | – | Sell |
-84
| Closed | -$10K | – | 247 |
|
|
2020
Q4 | $10K | Buy |
+84
| New | +$10K | 0.01% | 167 |
|