Interactive Financial Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-27
Closed -$4K 173
2022
Q2
$4K Sell
27
-12
-31% -$1.7K ﹤0.01% 150
2022
Q1
$4K Buy
+39
New +$5.74K ﹤0.01% 160
2021
Q4
Sell
-40,905
Closed -$5.71M 180
2021
Q3
$5.71M Sell
40,905
-1,284
-3% -$182K 2.49% 10
2021
Q2
$5.93M Buy
42,189
+41,401
+5,254% +$5.85M 2.41% 12
2021
Q1
$106K Buy
788
+408
+107% +$52.2K 0.04% 102
2020
Q4
$45K Sell
380
-314
-45% -$35.2K 0.02% 116
2020
Q3
$70K Buy
694
+39
+6% +$3.95K 0.03% 96
2020
Q2
$63K Buy
+655
New +$60.1K 0.03% 93
2020
Q1
Sell
-827
Closed -$99K 129
2019
Q4
$99K Buy
+827
New +$95.3K 0.04% 94
2018
Q4
Sell
-1,767
Closed -$200K 123
2018
Q3
$200K Buy
1,767
+550
+45% +$62.5K 0.1% 65
2018
Q2
$134K Buy
1,217
+704
+137% +$78K 0.06% 74
2018
Q1
$56K Sell
513
-499
-49% -$56.1K 0.03% 82
2017
Q4
$113K Sell
1,012
-208
-17% -$22.5K 0.05% 76
2017
Q3
$129K Buy
1,220
+185
+18% +$19.2K 0.06% 65
2017
Q2
$106K Sell
1,035
-216
-17% -$22.1K 0.05% 67
2017
Q1
$128K Sell
1,251
-250
-17% -$25.2K 0.06% 67
2016
Q4
$146K Buy
1,501
+99
+7% +$9.39K 0.07% 62
2016
Q3
$131K Buy
+1,402
New +$130K 0.07% 63
2016
Q1
Sell
-1,075
Closed -$92K 111
2015
Q4
$92K Buy
+1,075
New +$94K 0.05% 53
2015
Q3
Sell
-54,222
Closed -$4.91M 116
2015
Q2
$4.91M Buy
54,222
+53,489
+7,297% +$4.95M 2.65% 12
2015
Q1
$67K Buy
733
+175
+31% +$15.8K 0.04% 63
2014
Q4
$50K Sell
558
-20,132
-97% -$1.76M 0.03% 68
2014
Q3
$1.76M Buy
20,690
+7,569
+58% +$655K 1% 19
2014
Q2
$1.14M Buy
13,121
+10,723
+447% +$899K 0.65% 33
2014
Q1
$199K Buy
+2,398
New +$192K 0.12% 43

Other funds holding VOE