Investmark Advisory Group’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 | $640K | Hold |
3,891
| – | – | 0.3% | 62 |
|
|
2025
Q1 | $625K | Hold |
3,891
| – | – | 0.31% | 57 |
|
|
2024
Q4 | $629K | Hold |
3,891
| – | – | 0.31% | 56 |
|
|
2024
Q3 | $652K | Sell |
3,891
-18
| -0.5% | -$3.02K | 0.32% | 59 |
|
|
2024
Q2 | $588K | Sell |
3,909
-1
| -0% | -$150 | 0.31% | 61 |
|
|
2024
Q1 | $610K | Sell |
3,910
-1,613
| -29% | -$251K | 0.33% | 62 |
|
|
2023
Q4 | $801K | Buy |
5,523
+2,400
| +77% | +$348K | 0.47% | 48 |
|
|
2023
Q3 | $409K | Buy |
+3,123
| New | +$409K | 0.28% | 68 |
|