Guardian 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 | – | Sell |
-209
| Closed | -$33.7K | – | 207 |
|
|
2025
Q1 | $33.7K | Buy |
209
+1
| +0.5% | +$161 | 0.02% | 117 |
|
|
2024
Q4 | $33.7K | Buy |
208
+1
| +0.5% | +$162 | 0.02% | 127 |
|
|
2024
Q3 | $34.7K | Buy |
207
+43
| +26% | +$7.21K | 0.02% | 125 |
|
|
2024
Q2 | $24.7K | Hold |
164
| – | – | 0.02% | 133 |
|
|
2024
Q1 | $25.6K | Hold |
164
| – | – | 0.02% | 130 |
|
|
2023
Q4 | $23.7K | Buy |
164
+67
| +69% | +$9.69K | 0.02% | 135 |
|
|
2023
Q3 | $12.7K | Hold |
97
| – | – | 0.01% | 151 |
|
|
2023
Q2 | $13.4K | Buy |
97
+1
| +1% | +$138 | 0.01% | 147 |
|
|
2023
Q1 | $12.9K | Buy |
96
+54
| +129% | +$7.26K | 0.01% | 149 |
|
|
2022
Q4 | $5.64K | Buy |
42
+1
| +2% | +$134 | 0.01% | 192 |
|
|
2022
Q3 | $5K | Hold |
41
| – | – | 0.01% | 188 |
|
|
2022
Q2 | $5K | Hold |
41
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $6K | Hold |
41
| – | – | 0.01% | 190 |
|
|
2021
Q4 | $6K | Buy |
+41
| New | +$6K | 0.01% | 187 |
|