HB 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 | $5.73M | Sell |
34,833
-2,848
| -8% | -$468K | 0.05% | 203 |
|
|
2025
Q1 | $6.05M | Buy |
37,681
+2,114
| +6% | +$339K | 0.05% | 197 |
|
|
2024
Q4 | $5.75M | Buy |
35,567
+5,384
| +18% | +$871K | 0.06% | 148 |
|
|
2024
Q3 | $5.06M | Sell |
30,183
-51
| -0.2% | -$8.55K | 0.05% | 156 |
|
|
2024
Q2 | $4.55M | Buy |
30,234
+4
| +0% | +$602 | 0.05% | 160 |
|
|
2024
Q1 | $4.71M | Sell |
30,230
-409
| -1% | -$63.8K | 0.06% | 158 |
|
|
2023
Q4 | $4.44M | Buy |
30,639
+524
| +2% | +$76K | 0.06% | 149 |
|
|
2023
Q3 | $3.94M | Sell |
30,115
-173
| -0.6% | -$22.7K | 0.06% | 147 |
|
|
2023
Q2 | $4.19M | Buy |
30,288
+36
| +0.1% | +$4.98K | 0.07% | 140 |
|
|
2023
Q1 | $4.06M | Buy |
30,252
+153
| +0.5% | +$20.5K | 0.07% | 140 |
|
|
2022
Q4 | $4.07M | Sell |
30,099
-327
| -1% | -$44.2K | 0.07% | 132 |
|
|
2022
Q3 | $3.71M | Buy |
30,426
+3,837
| +14% | +$467K | 0.08% | 122 |
|
|
2022
Q2 | $3.44M | Sell |
26,589
-8,889
| -25% | -$1.15M | 0.07% | 132 |
|
|
2022
Q1 | $5.31M | Buy |
35,478
+12,037
| +51% | +$1.8M | 0.1% | 103 |
|
|
2021
Q4 | $3.52M | Buy |
+23,441
| New | +$3.52M | 0.07% | 111 |
|