HTG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Hold |
2,087
| – | – | 0.13% | 52 |
|
|
2025
Q1 | $335K | Hold |
2,087
| – | – | 0.14% | 50 |
|
|
2024
Q4 | $338K | Hold |
2,087
| – | – | 0.15% | 50 |
|
|
2024
Q3 | $350K | Hold |
2,087
| – | – | 0.17% | 50 |
|
|
2024
Q2 | $314K | Sell |
2,087
-133
| -6% | -$20K | 0.17% | 48 |
|
|
2024
Q1 | $346K | Hold |
2,220
| – | – | 0.2% | 47 |
|
|
2023
Q4 | $322K | Buy |
2,220
+17
| +0.8% | +$2.47K | 0.21% | 47 |
|
|
2023
Q3 | $289K | Buy |
+2,203
| New | +$289K | 0.23% | 45 |
|