Guardian Wealth Advisors (North Carolina)’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $8.39K | Sell |
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|
2025
Q1 | $16.5K | Hold |
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|
2024
Q4 | $16.7K | Sell |
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|
2024
Q3 | $35.7K | Hold |
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|
2024
Q2 | $32K | Sell |
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|
2024
Q1 | $39.9K | Sell |
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|
2023
Q4 | $52.6K | Buy |
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|
2023
Q3 | $13.4K | Sell |
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|
2023
Q2 | $15.5K | Buy |
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|
2023
Q1 | $13K | Hold |
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|
2022
Q4 | $13.1K | Hold |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $23K | Buy |
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