Goepper Burkhardt’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 | $5.93M | Sell |
36,066
-3,632
| -9% | -$597K | 2.19% | 15 |
|
|
2025
Q1 | $6.37M | Sell |
39,698
-4,510
| -10% | -$724K | 2.55% | 14 |
|
|
2024
Q4 | $7.15M | Sell |
44,208
-2,627
| -6% | -$425K | 2.9% | 12 |
|
|
2024
Q3 | $7.85M | Sell |
46,835
-3,657
| -7% | -$613K | 3.24% | 10 |
|
|
2024
Q2 | $7.6M | Sell |
50,492
-491
| -1% | -$73.9K | 3.44% | 7 |
|
|
2024
Q1 | $7.87M | Sell |
50,983
-2,595
| -5% | -$400K | 3.66% | 6 |
|
|
2023
Q4 | $7.73M | Sell |
53,578
-1,910
| -3% | -$275K | 3.84% | 8 |
|
|
2023
Q3 | $7.27M | Buy |
55,488
+108
| +0.2% | +$14.1K | 4.43% | 8 |
|
|
2023
Q2 | $7.66M | Buy |
55,380
+1,711
| +3% | +$237K | 4.62% | 7 |
|
|
2023
Q1 | $7.2M | Sell |
53,669
-51
| -0.1% | -$6.84K | 4.71% | 6 |
|
|
2022
Q4 | $7.27M | Buy |
53,720
+687
| +1% | +$92.9K | 5.08% | 6 |
|
|
2022
Q3 | $6.46M | Sell |
53,033
-525
| -1% | -$63.9K | 4.8% | 6 |
|
|
2022
Q2 | $6.94M | Sell |
53,558
-1,429
| -3% | -$185K | 4.89% | 6 |
|
|
2022
Q1 | $8.23M | Buy |
54,987
+3,395
| +7% | +$508K | 4.99% | 6 |
|
|
2021
Q4 | $7.76M | Buy |
51,592
+2,462
| +5% | +$370K | 4.61% | 7 |
|
|
2021
Q3 | $6.86M | Buy |
49,130
+378
| +0.8% | +$52.8K | 4.37% | 7 |
|
|
2021
Q2 | $6.85M | Buy |
48,752
+2,499
| +5% | +$351K | 4.32% | 7 |
|
|
2021
Q1 | $6.24M | Buy |
46,253
+5,384
| +13% | +$726K | 4.24% | 7 |
|
|
2020
Q4 | $4.86M | Buy |
+40,869
| New | +$4.86M | 3.53% | 11 |
|