HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-87
| Closed | -$10K | – | 279 |
|
|
2020
Q4 | $10K | Hold |
87
| – | – | ﹤0.01% | 251 |
|
|
2020
Q3 | $9K | Hold |
87
| – | – | ﹤0.01% | 226 |
|
|
2020
Q2 | $8K | Hold |
87
| – | – | ﹤0.01% | 231 |
|
|
2020
Q1 | $7K | Hold |
87
| – | – | ﹤0.01% | 218 |
|
|
2019
Q4 | $10K | Buy |
+87
| New | +$10K | ﹤0.01% | 212 |
|