Hibernia Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,967
| Closed | -$330K | – | 116 |
|
2024
Q3 | $330K | Buy |
+1,967
| New | +$330K | 0.1% | 86 |
|
2024
Q2 | – | Sell |
-1,472
| Closed | -$230K | – | 114 |
|
2024
Q1 | $230K | Buy |
+1,472
| New | +$230K | 0.16% | 73 |
|
2023
Q4 | – | Sell |
-96
| Closed | -$12.6K | – | 325 |
|
2023
Q3 | $12.6K | Buy |
+96
| New | +$12.6K | 0.01% | 149 |
|