Independent Advisor Alliance’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
Q1 | – | Sell |
-5,673
| Closed | -$918K | – | 1354 |
|
|
2024
Q4 | $918K | Buy |
+5,673
| New | +$918K | 0.01% | 750 |
|
|
2024
Q2 | – | Sell |
-1,342
| Closed | -$209K | – | 751 |
|
|
2024
Q1 | $209K | Sell |
1,342
-240
| -15% | -$37.4K | 0.01% | 652 |
|
|
2023
Q4 | $229K | Buy |
+1,582
| New | +$229K | 0.01% | 611 |
|
|
2020
Q1 | – | Sell |
-8,343
| Closed | -$994K | – | 837 |
|
|
2019
Q4 | $994K | Buy |
+8,343
| New | +$994K | 0.04% | 361 |
|
|
2017
Q2 | – | Sell |
-3,726
| Closed | -$376K | – | 407 |
|
|
2017
Q1 | $376K | Buy |
+3,726
| New | +$376K | 0.06% | 265 |
|