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
TF