IFP 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 | $900K | Sell |
5,466
-457
| -8% | -$75.2K | 0.03% | 615 |
|
|
2025
Q1 | $951K | Sell |
5,923
-474
| -7% | -$76.1K | 0.03% | 571 |
|
|
2024
Q4 | $1.03M | Buy |
6,397
+2,043
| +47% | +$331K | 0.03% | 516 |
|
|
2024
Q3 | $730K | Sell |
4,354
-411
| -9% | -$68.9K | 0.03% | 566 |
|
|
2024
Q2 | $717K | Sell |
4,765
-185
| -4% | -$27.8K | 0.03% | 536 |
|
|
2024
Q1 | $772K | Buy |
4,950
+505
| +11% | +$78.7K | 0.03% | 477 |
|
|
2023
Q4 | $645K | Sell |
4,445
-2,718
| -38% | -$394K | 0.03% | 505 |
|
|
2023
Q3 | $938K | Sell |
7,163
-178
| -2% | -$23.3K | 0.04% | 406 |
|
|
2023
Q2 | $1.02M | Sell |
7,341
-618
| -8% | -$85.5K | 0.04% | 423 |
|
|
2023
Q1 | $459K | Sell |
7,959
-16,779
| -68% | -$967K | 0.02% | 635 |
|
|
2022
Q4 | $1.44M | Sell |
24,738
-3,707
| -13% | -$216K | 0.04% | 473 |
|
|
2022
Q3 | $1.66M | Buy |
28,445
+75
| +0.3% | +$4.38K | 0.04% | 465 |
|
|
2022
Q2 | $1.65M | Hold |
28,370
| – | – | 0.05% | 407 |
|
|
2022
Q1 | $1.65M | Buy |
28,370
+20,972
| +283% | +$1.22M | 0.05% | 407 |
|
|
2021
Q4 | $1.12M | Sell |
7,398
-3,281
| -31% | -$495K | 0.02% | 378 |
|
|
2021
Q3 | $1.51M | Buy |
10,679
+909
| +9% | +$129K | 0.03% | 302 |
|
|
2021
Q2 | $1.38M | Buy |
9,770
+4,733
| +94% | +$669K | 0.03% | 321 |
|
|
2021
Q1 | $676K | Buy |
5,037
+555
| +12% | +$74.5K | 0.01% | 445 |
|
|
2020
Q4 | $529K | Buy |
4,482
+313
| +8% | +$36.9K | 0.02% | 490 |
|
|
2020
Q3 | $425K | Sell |
4,169
-312
| -7% | -$31.8K | 0.03% | 479 |
|
|
2020
Q2 | $423K | Sell |
4,481
-54
| -1% | -$5.1K | 0.03% | 450 |
|
|
2020
Q1 | $382K | Sell |
4,535
-2,554
| -36% | -$215K | 0.04% | 408 |
|
|
2019
Q4 | $842K | Buy |
7,089
+22
| +0.3% | +$2.61K | 0.06% | 320 |
|
|
2019
Q3 | $797K | Buy |
+7,067
| New | +$797K | 0.05% | 362 |
|
|
2019
Q1 | $119K | Sell |
1,103
-18,220
| -94% | -$1.97M | 0.02% | 631 |
|
|
2018
Q4 | $1.83M | Buy |
19,323
+4,578
| +31% | +$432K | 0.11% | 204 |
|
|
2018
Q3 | $1.67M | Sell |
14,745
-13,521
| -48% | -$1.53M | 0.07% | 300 |
|
|
2018
Q2 | $3.12M | Buy |
28,266
+1,795
| +7% | +$198K | 0.13% | 179 |
|
|
2018
Q1 | $2.95M | Hold |
26,471
| – | – | 0.13% | 176 |
|
|
2017
Q4 | $2.95M | Buy |
26,471
+15,253
| +136% | +$1.7M | 0.13% | 175 |
|
|
2017
Q3 | $1.19M | Sell |
11,218
-1,487
| -12% | -$157K | 0.05% | 393 |
|
|
2017
Q2 | $1.31M | Sell |
12,705
-57
| -0.4% | -$5.86K | 0.06% | 361 |
|
|
2017
Q1 | $1.3M | Buy |
12,762
+765
| +6% | +$78K | 0.06% | 354 |
|
|
2016
Q4 | $1.17M | Buy |
11,997
+1,425
| +13% | +$138K | 0.06% | 352 |
|
|
2016
Q3 | $989K | Sell |
10,572
-535
| -5% | -$50K | 0.05% | 365 |
|
|
2016
Q2 | $989K | Buy |
11,107
+10,004
| +907% | +$891K | 0.06% | 357 |
|
|
2016
Q1 | $119K | Sell |
1,103
-9,027
| -89% | -$974K | 0.02% | 631 |
|
|
2015
Q4 | $871K | Buy |
+10,130
| New | +$871K | 0.06% | 343 |
|