IAG Wealth Partners’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 | $658 | Hold |
4
| – | – | ﹤0.01% | 469 |
|
2025
Q1 | $642 | Buy |
+4
| New | +$642 | ﹤0.01% | 479 |
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 487 |
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 423 |
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 426 |
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 432 |
|
2020
Q3 | – | Sell |
-87
| Closed | -$9K | – | 433 |
|
2020
Q2 | $9K | Buy |
87
+42
| +93% | +$4.35K | ﹤0.01% | 241 |
|
2020
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 291 |
|
2019
Q4 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 299 |
|