Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $169K | Buy |
+1,248
| New | +$169K | 0.02% | 350 |
|
|
2022
Q3 | – | Sell |
-515
| Closed | -$66.7K | – | 1110 |
|
|
2022
Q2 | $66.7K | Sell |
515
-27
| -5% | -$3.5K | 0.02% | 378 |
|
|
2022
Q1 | $81K | Buy |
+542
| New | +$81K | 0.02% | 396 |
|
|
2021
Q3 | $7K | Hold |
48
| – | – | ﹤0.01% | 700 |
|
|
2021
Q2 | $7K | Hold |
48
| – | – | ﹤0.01% | 710 |
|
|
2021
Q1 | $6K | Buy |
+48
| New | +$6K | ﹤0.01% | 637 |
|