IFWM
Institute for Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
24,176
+7,408
| +44% | +$1.22M | 0.44% | 43 |
|
|
2025
Q1 | $2.69M | Buy |
16,768
+8,255
| +97% | +$1.33M | 0.35% | 59 |
|
|
2024
Q4 | $1.38M | Sell |
8,513
-168
| -2% | -$27.2K | 0.17% | 123 |
|
|
2024
Q3 | $1.46M | Buy |
8,681
+1,591
| +22% | +$267K | 0.18% | 124 |
|
|
2024
Q2 | $1.07M | Buy |
7,090
+1
| +0% | +$150 | 0.14% | 156 |
|
|
2024
Q1 | $1.11M | Sell |
7,089
-224
| -3% | -$34.9K | 0.14% | 151 |
|
|
2023
Q4 | $1.06M | Buy |
7,313
+4,385
| +150% | +$636K | 0.17% | 142 |
|
|
2023
Q3 | $383K | Buy |
2,928
+878
| +43% | +$115K | 0.07% | 295 |
|
|
2023
Q2 | $284K | Buy |
2,050
+230
| +13% | +$31.8K | 0.05% | 367 |
|
|
2023
Q1 | $244K | Hold |
1,820
| – | – | 0.05% | 387 |
|
|
2022
Q4 | $246K | Sell |
1,820
-162
| -8% | -$21.9K | 0.05% | 380 |
|
|
2022
Q3 | $241K | Buy |
1,982
+3
| +0.2% | +$365 | 0.05% | 382 |
|
|
2022
Q2 | $256K | Buy |
1,979
+59
| +3% | +$7.63K | 0.05% | 435 |
|
|
2022
Q1 | $287K | Hold |
1,920
| – | – | 0.05% | 433 |
|
|
2021
Q4 | $289K | Hold |
1,920
| – | – | 0.05% | 386 |
|
|
2021
Q3 | $268K | Sell |
1,920
-200
| -9% | -$27.9K | 0.05% | 400 |
|
|
2021
Q2 | $298K | Hold |
2,120
| – | – | 0.05% | 377 |
|
|
2021
Q1 | $286K | Hold |
2,120
| – | – | 0.05% | 367 |
|
|
2020
Q4 | $252K | Buy |
+2,120
| New | +$252K | 0.05% | 379 |
|
|
2020
Q1 | – | Sell |
-1,700
| Closed | -$203K | – | 664 |
|
|
2019
Q4 | $203K | Buy |
+1,700
| New | +$203K | 0.05% | 419 |
|
|
2019
Q3 | – | Sell |
-1,975
| Closed | -$220K | – | 472 |
|
|
2019
Q2 | $220K | Buy |
1,975
+25
| +1% | +$2.79K | 0.05% | 413 |
|
|
2019
Q1 | $210K | Buy |
+1,950
| New | +$210K | 0.05% | 408 |
|