Holistic Planning’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 | $896K | Buy |
5,445
+865
| +19% | +$142K | 0.26% | 75 |
|
|
2025
Q1 | $735K | Sell |
4,580
-141
| -3% | -$22.6K | 0.25% | 77 |
|
|
2024
Q4 | $764K | Buy |
4,721
+35
| +0.7% | +$5.66K | 0.28% | 71 |
|
|
2024
Q3 | $786K | Sell |
4,686
-145
| -3% | -$24.3K | 0.33% | 63 |
|
|
2024
Q2 | $753K | Hold |
4,831
| – | – | 0.58% | 49 |
|
|
2024
Q1 | $753K | Sell |
4,831
-26
| -0.5% | -$4.05K | 0.57% | 49 |
|
|
2023
Q4 | $704K | Buy |
+4,857
| New | +$704K | 0.59% | 45 |
|