Guardian Wealth Advisors (North Carolina)’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 | $8.39K | Sell |
51
-52
| -50% | -$8.55K | ﹤0.01% | 488 |
|
|
2025
Q1 | $16.5K | Hold |
103
| – | – | ﹤0.01% | 439 |
|
|
2024
Q4 | $16.7K | Sell |
103
-110
| -52% | -$17.8K | ﹤0.01% | 423 |
|
|
2024
Q3 | $35.7K | Hold |
213
| – | – | ﹤0.01% | 325 |
|
|
2024
Q2 | $32K | Sell |
213
-43
| -17% | -$6.47K | ﹤0.01% | 322 |
|
|
2024
Q1 | $39.9K | Sell |
256
-111
| -30% | -$17.3K | ﹤0.01% | 334 |
|
|
2023
Q4 | $52.6K | Buy |
367
+270
| +278% | +$38.7K | 0.01% | 303 |
|
|
2023
Q3 | $13.4K | Sell |
97
-15
| -13% | -$2.08K | ﹤0.01% | 347 |
|
|
2023
Q2 | $15.5K | Buy |
112
+15
| +15% | +$2.08K | ﹤0.01% | 329 |
|
|
2023
Q1 | $13K | Hold |
97
| – | – | ﹤0.01% | 326 |
|
|
2022
Q4 | $13.1K | Hold |
97
| – | – | ﹤0.01% | 306 |
|
|
2022
Q3 | $12K | Sell |
97
-54
| -36% | -$6.68K | ﹤0.01% | 283 |
|
|
2022
Q2 | $20K | Hold |
151
| – | – | ﹤0.01% | 269 |
|
|
2022
Q1 | $23K | Hold |
151
| – | – | 0.01% | 204 |
|
|
2021
Q4 | $23K | Buy |
+151
| New | +$23K | 0.01% | 192 |
|