Golden State Wealth Management’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 | $279K | Sell |
1,699
-360
| -17% | -$59.2K | 0.03% | 314 |
|
|
2025
Q1 | $331K | Sell |
2,059
-68
| -3% | -$10.9K | 0.05% | 277 |
|
|
2024
Q4 | $344K | Buy |
+2,127
| New | +$344K | 0.05% | 257 |
|
|
2020
Q2 | – | Sell |
-827
| Closed | -$67K | – | 879 |
|
|
2020
Q1 | $67K | Buy |
+827
| New | +$67K | 0.03% | 310 |
|
|
2019
Q4 | – | Sell |
-1,404
| Closed | -$159K | – | 914 |
|
|
2019
Q3 | $159K | Hold |
1,404
| – | – | 0.05% | 236 |
|
|
2019
Q2 | $156K | Buy |
1,404
+35
| +3% | +$3.89K | 0.05% | 259 |
|
|
2019
Q1 | $148K | Buy |
+1,369
| New | +$148K | 0.05% | 264 |
|