ICA Group Wealth Management’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
Q2 | $54.5K | Hold |
361
| – | – | 0.03% | 233 |
|
2024
Q1 | $56.5K | Buy |
361
+1
| +0.3% | +$157 | 0.01% | 531 |
|
2023
Q4 | $52.3K | Buy |
+360
| New | +$52.3K | 0.01% | 510 |
|
2022
Q4 | – | Sell |
-3,172
| Closed | -$386K | – | 1341 |
|
2022
Q3 | $386K | Buy |
3,172
+315
| +11% | +$38.3K | 0.08% | 221 |
|
2022
Q2 | $410K | Buy |
2,857
+68
| +2% | +$9.76K | 0.08% | 220 |
|
2022
Q1 | $403K | Buy |
+2,789
| New | +$403K | 0.08% | 222 |
|