IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Sell |
4,943
-605
| -11% | -$99.5K | 0.02% | 556 |
|
|
2025
Q1 | $891K | Sell |
5,548
-283
| -5% | -$45.4K | 0.03% | 502 |
|
|
2024
Q4 | $943K | Sell |
5,831
-1,573
| -21% | -$254K | 0.03% | 470 |
|
|
2024
Q3 | $1.24M | Buy |
7,404
+1,509
| +26% | +$253K | 0.04% | 448 |
|
|
2024
Q2 | $887K | Sell |
5,895
-1,035
| -15% | -$156K | 0.03% | 461 |
|
|
2024
Q1 | $1.08M | Buy |
6,930
+405
| +6% | +$63.1K | 0.04% | 396 |
|
|
2023
Q4 | $946K | Buy |
6,525
+296
| +5% | +$42.9K | 0.04% | 405 |
|
|
2023
Q3 | $816K | Sell |
6,229
-4,406
| -41% | -$577K | 0.04% | 401 |
|
|
2023
Q2 | $1.47M | Buy |
10,635
+3
| +0% | +$415 | 0.08% | 250 |
|
|
2023
Q1 | $1.43M | Sell |
10,632
-201
| -2% | -$26.9K | 0.08% | 234 |
|
|
2022
Q4 | $1.47M | Sell |
10,833
-620
| -5% | -$83.9K | 0.09% | 227 |
|
|
2022
Q3 | $1.4M | Buy |
11,453
+114
| +1% | +$13.9K | 0.11% | 213 |
|
|
2022
Q2 | $1.47M | Sell |
11,339
-49
| -0.4% | -$6.35K | 0.13% | 170 |
|
|
2022
Q1 | $1.7M | Sell |
11,388
-614
| -5% | -$91.9K | 0.13% | 170 |
|
|
2021
Q4 | $1.8M | Sell |
12,002
-172
| -1% | -$25.9K | 0.13% | 156 |
|
|
2021
Q3 | $1.7M | Buy |
12,174
+755
| +7% | +$105K | 0.14% | 148 |
|
|
2021
Q2 | $1.6M | Buy |
11,419
+212
| +2% | +$29.8K | 0.1% | 204 |
|
|
2021
Q1 | $1.51M | Sell |
11,207
-276
| -2% | -$37.2K | 0.11% | 193 |
|
|
2020
Q4 | $1.37M | Sell |
11,483
-559
| -5% | -$66.5K | 0.11% | 193 |
|
|
2020
Q3 | $1.22M | Sell |
12,042
-965
| -7% | -$97.8K | 0.12% | 179 |
|
|
2020
Q2 | $1.25M | Sell |
13,007
-773
| -6% | -$74K | 0.17% | 138 |
|
|
2020
Q1 | $1.12M | Sell |
13,780
-721
| -5% | -$58.6K | 0.16% | 148 |
|
|
2019
Q4 | $1.73M | Sell |
14,501
-174
| -1% | -$20.7K | 0.2% | 122 |
|
|
2019
Q3 | $1.66M | Sell |
14,675
-76
| -0.5% | -$8.59K | 0.23% | 107 |
|
|
2019
Q2 | $1.64M | Sell |
14,751
-186
| -1% | -$20.7K | 0.24% | 99 |
|
|
2019
Q1 | $1.61M | Buy |
14,937
+7,353
| +97% | +$793K | 0.27% | 92 |
|
|
2018
Q4 | $722K | Sell |
7,584
-314
| -4% | -$29.9K | 0.14% | 177 |
|
|
2018
Q3 | $893K | Buy |
7,898
+187
| +2% | +$21.1K | 0.19% | 138 |
|
|
2018
Q2 | $852K | Sell |
7,711
-902
| -10% | -$99.7K | 0.22% | 127 |
|
|
2018
Q1 | $923K | Buy |
8,613
+3,403
| +65% | +$365K | 0.25% | 99 |
|
|
2017
Q4 | $593K | Buy |
5,210
+448
| +9% | +$51K | 0.16% | 159 |
|
|
2017
Q3 | $505K | Buy |
4,762
+162
| +4% | +$17.2K | 0.22% | 117 |
|
|
2017
Q2 | $1.59K | Sell |
4,600
-1,189
| -21% | -$410 | 0.77% | 21 |
|
|
2017
Q1 | $647K | Buy |
5,789
+4,116
| +246% | +$460K | 0.43% | 55 |
|
|
2016
Q4 | $164K | Buy |
+1,673
| New | +$164K | 0.12% | 195 |
|