Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-618
| Closed | -$67K | – | 756 |
|
|
2019
Q1 | $67K | Buy |
+618
| New | +$67K | 0.03% | 297 |
|
|
2018
Q3 | – | Sell |
-479
| Closed | -$53K | – | 712 |
|
|
2018
Q2 | $53K | Buy |
+479
| New | +$53K | 0.02% | 372 |
|
|
2018
Q1 | – | Sell |
-726
| Closed | -$81K | – | 718 |
|
|
2017
Q4 | $81K | Buy |
+726
| New | +$81K | 0.04% | 312 |
|