Jackson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,017
| Closed | -$424K | – | 122 |
|
|
2021
Q2 | $424K | Buy |
3,017
+168
| +6% | +$23.6K | 0.05% | 108 |
|
|
2021
Q1 | $384K | Buy |
+2,849
| New | +$384K | 0.06% | 110 |
|
|
2015
Q3 | – | Sell |
-19,397
| Closed | -$1.75M | – | 137 |
|
|
2015
Q2 | $1.75M | Buy |
19,397
+1,192
| +7% | +$108K | 0.59% | 45 |
|
|
2015
Q1 | $1.67M | Buy |
18,205
+125
| +0.7% | +$11.5K | 0.54% | 67 |
|
|
2014
Q4 | $1.62M | Buy |
+18,080
| New | +$1.62M | 0.53% | 68 |
|