HHM 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 | $27.6K | Buy |
168
+1
| +0.6% | +$164 | ﹤0.01% | 462 |
|
2025
Q1 | $26.8K | Buy |
167
+29
| +21% | +$4.66K | ﹤0.01% | 464 |
|
2024
Q4 | $22.3K | Buy |
138
+75
| +119% | +$12.1K | ﹤0.01% | 485 |
|
2024
Q3 | $10.6K | Hold |
63
| – | – | ﹤0.01% | 552 |
|
2024
Q2 | $9.48K | Hold |
63
| – | – | ﹤0.01% | 552 |
|
2024
Q1 | $9.82K | Hold |
63
| – | – | ﹤0.01% | 524 |
|
2023
Q4 | $9.14K | Hold |
63
| – | – | ﹤0.01% | 529 |
|
2023
Q3 | $8.25K | Hold |
63
| – | – | ﹤0.01% | 537 |
|
2023
Q2 | $8.72K | Hold |
63
| – | – | ﹤0.01% | 555 |
|
2023
Q1 | $8.45K | Hold |
63
| – | – | ﹤0.01% | 551 |
|
2022
Q4 | $8.52K | Hold |
63
| – | – | ﹤0.01% | 473 |
|
2022
Q3 | $8K | Hold |
63
| – | – | ﹤0.01% | 475 |
|
2022
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 582 |
|
2022
Q1 | $9K | Hold |
63
| – | – | ﹤0.01% | 552 |
|
2021
Q4 | $9K | Hold |
63
| – | – | ﹤0.01% | 523 |
|
2021
Q3 | $9K | Hold |
63
| – | – | ﹤0.01% | 501 |
|
2021
Q2 | $9K | Hold |
63
| – | – | ﹤0.01% | 486 |
|
2021
Q1 | $8K | Buy |
+63
| New | +$8K | ﹤0.01% | 468 |
|