Investments & Financial Planning LLC’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 | $462K | Buy |
2,807
+8
| +0.3% | +$1.32K | 0.27% | 23 |
|
|
2025
Q1 | $449K | Buy |
2,799
+12
| +0.4% | +$1.93K | 0.29% | 23 |
|
|
2024
Q4 | $451K | Buy |
2,787
+9
| +0.3% | +$1.46K | 0.28% | 22 |
|
|
2024
Q3 | $466K | Sell |
2,778
-478
| -15% | -$80.2K | 0.3% | 23 |
|
|
2024
Q2 | $490K | Sell |
3,256
-2
| -0.1% | -$301 | 0.33% | 23 |
|
|
2024
Q1 | $508K | Sell |
3,258
-223
| -6% | -$34.8K | 0.35% | 22 |
|
|
2023
Q4 | $505K | Sell |
3,481
-26,323
| -88% | -$3.82M | 0.38% | 22 |
|
|
2023
Q3 | $3.9M | Sell |
29,804
-214
| -0.7% | -$28K | 3.48% | 6 |
|
|
2023
Q2 | $4.15M | Sell |
30,018
-1,822
| -6% | -$252K | 3.6% | 6 |
|
|
2023
Q1 | $4.27M | Sell |
31,840
-3,507
| -10% | -$470K | 3.92% | 7 |
|
|
2022
Q4 | $4.78M | Buy |
+35,347
| New | +$4.78M | 4.68% | 6 |
|
|
2022
Q2 | $4.58M | Sell |
35,371
-1,714
| -5% | -$222K | 4.72% | 8 |
|
|
2022
Q1 | $5.55M | Buy |
37,085
+838
| +2% | +$125K | 4.85% | 7 |
|
|
2021
Q4 | $5.38M | Buy |
+36,247
| New | +$5.38M | 4.83% | 8 |
|