Householder Group Estate & Retirement Specialist’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 |
-1,655
| Closed | -$277K | – | 1206 |
|
|
2024
Q3 | $277K | Sell |
1,655
-6
| -0.4% | -$1K | 0.08% | 201 |
|
|
2024
Q2 | $249K | Sell |
1,661
-52
| -3% | -$7.8K | 0.07% | 218 |
|
|
2024
Q1 | $267K | Buy |
1,713
+37
| +2% | +$5.77K | 0.08% | 203 |
|
|
2023
Q4 | $243K | Sell |
1,676
-163
| -9% | -$23.6K | 0.08% | 215 |
|
|
2023
Q3 | $241K | Buy |
+1,839
| New | +$241K | 0.09% | 196 |
|
|
2023
Q1 | $230K | Buy |
+1,717
| New | +$230K | 0.09% | 186 |
|
|
2022
Q4 | – | Sell |
-1,713
| Closed | -$208K | – | 1130 |
|
|
2022
Q3 | $208K | Buy |
+1,713
| New | +$208K | 0.09% | 183 |
|
|
2022
Q2 | – | Sell |
-1,851
| Closed | -$277K | – | 209 |
|
|
2022
Q1 | $277K | Buy |
1,851
+3
| +0.2% | +$449 | 0.11% | 168 |
|
|
2021
Q4 | $278K | Buy |
+1,848
| New | +$278K | 0.1% | 172 |
|