Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
1,949
| – | – | 0.02% | 167 |
|
|
2025
Q1 | $313K | Hold |
1,949
| – | – | 0.02% | 163 |
|
|
2024
Q4 | $315K | Hold |
1,949
| – | – | 0.02% | 164 |
|
|
2024
Q3 | $327K | Hold |
1,949
| – | – | 0.02% | 170 |
|
|
2024
Q2 | $293K | Hold |
1,949
| – | – | 0.01% | 170 |
|
|
2024
Q1 | $304K | Hold |
1,949
| – | – | 0.01% | 176 |
|
|
2023
Q4 | $283K | Hold |
1,949
| – | – | 0.01% | 184 |
|
|
2023
Q3 | $255K | Hold |
1,949
| – | – | 0.01% | 177 |
|
|
2023
Q2 | $270K | Hold |
1,949
| – | – | 0.01% | 179 |
|
|
2023
Q1 | $261K | Hold |
1,949
| – | – | 0.01% | 180 |
|
|
2022
Q4 | $264K | Hold |
1,949
| – | – | 0.02% | 184 |
|
|
2022
Q3 | $237K | Hold |
1,949
| – | – | 0.02% | 183 |
|
|
2022
Q2 | $252K | Hold |
1,949
| – | – | 0.02% | 181 |
|
|
2022
Q1 | $292K | Hold |
1,949
| – | – | 0.02% | 160 |
|
|
2021
Q4 | $293K | Hold |
1,949
| – | – | 0.02% | 167 |
|
|
2021
Q3 | $272K | Hold |
1,949
| – | – | 0.02% | 172 |
|
|
2021
Q2 | $274K | Hold |
1,949
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $263K | Buy |
1,949
+20
| +1% | +$2.7K | 0.02% | 183 |
|
|
2020
Q4 | $229K | Hold |
1,929
| – | – | 0.01% | 186 |
|
|
2020
Q3 | $196K | Hold |
1,929
| – | – | 0.03% | 152 |
|
|
2020
Q2 | $185K | Hold |
1,929
| – | – | 0.03% | 150 |
|
|
2020
Q1 | $157K | Hold |
1,929
| – | – | 0.03% | 152 |
|
|
2019
Q4 | $230K | Hold |
1,929
| – | – | 0.03% | 155 |
|
|
2019
Q3 | $217K | Hold |
1,929
| – | – | 0.03% | 150 |
|
|
2019
Q2 | $215K | Buy |
+1,929
| New | +$215K | 0.03% | 137 |
|