Houlihan Financial Resource Group’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 | $3.51M | Sell |
21,182
-430
| -2% | -$71.3K | 1.46% | 25 |
|
|
2025
Q1 | $3.47M | Sell |
21,612
-502
| -2% | -$80.6K | 1.56% | 24 |
|
|
2024
Q4 | $3.58M | Sell |
22,114
-375
| -2% | -$60.7K | 1.52% | 26 |
|
|
2024
Q3 | $3.77M | Buy |
+22,489
| New | +$3.77M | 1.56% | 24 |
|
|
2024
Q2 | – | Sell |
-23,093
| Closed | -$3.6M | – | 98 |
|
|
2024
Q1 | $3.6M | Sell |
23,093
-380
| -2% | -$59.2K | 1.61% | 22 |
|
|
2023
Q4 | $3.4M | Buy |
23,473
+86
| +0.4% | +$12.5K | 1.65% | 22 |
|
|
2023
Q3 | $3.01M | Buy |
+23,387
| New | +$3.01M | 1.61% | 21 |
|
|
2023
Q2 | – | Sell |
-23,510
| Closed | -$3.15M | – | 173 |
|
|
2023
Q1 | $3.15M | Buy |
23,510
+166
| +0.7% | +$22.3K | 1.72% | 18 |
|
|
2022
Q4 | $3.25M | Sell |
23,344
-788
| -3% | -$110K | 1.87% | 17 |
|
|
2022
Q3 | $3.14M | Buy |
+24,132
| New | +$3.14M | 1.91% | 19 |
|
|
2020
Q3 | $2.25M | Buy |
+19,879
| New | +$2.25M | 1.3% | 26 |
|
|
2020
Q1 | $1.48M | Buy |
18,256
+6,117
| +50% | +$497K | 1.29% | 25 |
|
|
2019
Q4 | $1.45M | Buy |
+12,139
| New | +$1.45M | 0.94% | 32 |
|