Hochman Cole Investment 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
Q3 | $780K | Sell |
5,585
-351
| -6% | -$49K | 0.31% | 62 |
|
|
2021
Q2 | $834K | Sell |
5,936
-320
| -5% | -$45K | 0.33% | 57 |
|
|
2021
Q1 | $844K | Hold |
6,256
| – | – | 0.35% | 52 |
|
|
2020
Q4 | $744K | Sell |
6,256
-339
| -5% | -$40.3K | 0.32% | 55 |
|
|
2020
Q3 | $669K | Buy |
6,595
+41
| +0.6% | +$4.16K | 0.33% | 52 |
|
|
2020
Q2 | $627K | Sell |
6,554
-99
| -1% | -$9.47K | 0.35% | 54 |
|
|
2020
Q1 | $541K | Hold |
6,653
| – | – | 0.37% | 49 |
|
|
2019
Q4 | $793K | Sell |
6,653
-428
| -6% | -$51K | 0.43% | 52 |
|
|
2019
Q3 | $800K | Sell |
7,081
-1,119
| -14% | -$126K | 0.5% | 47 |
|
|
2019
Q2 | $913K | Sell |
8,200
-227
| -3% | -$25.3K | 0.54% | 41 |
|
|
2019
Q1 | $909K | Hold |
8,427
| – | – | 0.54% | 42 |
|
|
2018
Q4 | $803K | Hold |
8,427
| – | – | 0.55% | 43 |
|
|
2018
Q3 | $953K | Sell |
8,427
-88
| -1% | -$9.95K | 0.59% | 40 |
|
|
2018
Q2 | $941K | Hold |
8,515
| – | – | 0.62% | 41 |
|
|
2018
Q1 | $931K | Hold |
8,515
| – | – | 0.65% | 37 |
|
|
2017
Q4 | $950K | Hold |
8,515
| – | – | 0.6% | 43 |
|
|
2017
Q3 | $900K | Hold |
8,515
| – | – | 0.59% | 43 |
|
|
2017
Q2 | $876K | Sell |
8,515
-2,984
| -26% | -$307K | 0.61% | 42 |
|
|
2017
Q1 | $1.17M | Sell |
11,499
-242
| -2% | -$24.7K | 0.85% | 33 |
|
|
2016
Q4 | $1.14M | Sell |
11,741
-400
| -3% | -$38.9K | 0.83% | 36 |
|
|
2016
Q3 | $1.14M | Buy |
12,141
+792
| +7% | +$74.1K | 0.85% | 34 |
|
|
2016
Q2 | $1.01M | Hold |
11,349
| – | – | 0.83% | 34 |
|
|
2016
Q1 | $989K | Hold |
11,349
| – | – | 0.84% | 32 |
|
|
2015
Q4 | $975K | Buy |
+11,349
| New | +$975K | 0.83% | 35 |
|