King Wealth Management 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 | $5.3M | Sell |
32,223
-698
| -2% | -$115K | 0.72% | 31 |
|
|
2025
Q1 | $5.29M | Sell |
32,921
-466
| -1% | -$74.8K | 0.8% | 27 |
|
|
2024
Q4 | $5.4M | Buy |
33,387
+516
| +2% | +$83.5K | 0.79% | 28 |
|
|
2024
Q3 | $5.51M | Sell |
32,871
-1,796
| -5% | -$301K | 0.86% | 27 |
|
|
2024
Q2 | $5.22M | Sell |
34,667
-1,193
| -3% | -$179K | 0.87% | 29 |
|
|
2024
Q1 | $5.59M | Sell |
35,860
-356
| -1% | -$55.5K | 0.98% | 28 |
|
|
2023
Q4 | $5.25M | Sell |
36,216
-1,213
| -3% | -$176K | 1.02% | 28 |
|
|
2023
Q3 | $4.9M | Buy |
37,429
+228
| +0.6% | +$29.9K | 1.03% | 28 |
|
|
2023
Q2 | $5.15M | Sell |
37,201
-973
| -3% | -$135K | 1.04% | 27 |
|
|
2023
Q1 | $5.12M | Buy |
38,174
+168
| +0.4% | +$22.5K | 1.13% | 26 |
|
|
2022
Q4 | $5.14M | Buy |
+38,006
| New | +$5.14M | 1.23% | 24 |
|
|
2020
Q1 | – | Sell |
-9,583
| Closed | -$1.14M | – | 160 |
|
|
2019
Q4 | $1.14M | Buy |
9,583
+24
| +0.3% | +$2.86K | 0.3% | 48 |
|
|
2019
Q3 | $1.08M | Buy |
9,559
+55
| +0.6% | +$6.21K | 0.31% | 48 |
|
|
2019
Q2 | $1.06M | Hold |
9,504
| – | – | 0.32% | 48 |
|
|
2019
Q1 | $1.03M | Sell |
9,504
-1,146
| -11% | -$124K | 0.32% | 49 |
|
|
2018
Q4 | $1.02M | Sell |
10,650
-430
| -4% | -$41K | 0.37% | 43 |
|
|
2018
Q3 | $1.25M | Sell |
11,080
-10
| -0.1% | -$1.13K | 0.39% | 44 |
|
|
2018
Q2 | $1.23M | Sell |
11,090
-100
| -0.9% | -$11K | 0.42% | 43 |
|
|
2018
Q1 | $1.22M | Buy |
11,190
+881
| +9% | +$96.4K | 0.43% | 43 |
|
|
2017
Q4 | $1.15M | Buy |
10,309
+34
| +0.3% | +$3.79K | 0.41% | 42 |
|
|
2017
Q3 | $1.09M | Hold |
10,275
| – | – | 0.4% | 45 |
|
|
2017
Q2 | $1.06M | Sell |
10,275
-75
| -0.7% | -$7.72K | 0.42% | 47 |
|
|
2017
Q1 | $1.06M | Hold |
10,350
| – | – | 0.44% | 46 |
|
|
2016
Q4 | $1.01M | Sell |
10,350
-11
| -0.1% | -$1.07K | 0.45% | 45 |
|
|
2016
Q3 | $970K | Buy |
10,361
+78
| +0.8% | +$7.3K | 0.48% | 41 |
|
|
2016
Q2 | $916K | Sell |
10,283
-200
| -2% | -$17.8K | 0.49% | 41 |
|
|
2016
Q1 | $913K | Buy |
10,483
+12
| +0.1% | +$1.05K | 0.49% | 43 |
|
|
2015
Q4 | $900K | Buy |
10,471
+1,448
| +16% | +$124K | 0.5% | 44 |
|
|
2015
Q3 | $751K | Sell |
9,023
-97
| -1% | -$8.07K | 0.46% | 43 |
|
|
2015
Q2 | $826K | Buy |
9,120
+505
| +6% | +$45.7K | 0.45% | 46 |
|
|
2015
Q1 | $791K | Sell |
8,615
-815
| -9% | -$74.8K | 0.46% | 44 |
|
|
2014
Q4 | $843K | Buy |
9,430
+1,488
| +19% | +$133K | 0.45% | 52 |
|
|
2014
Q3 | $674K | Buy |
7,942
+266
| +3% | +$22.6K | 0.42% | 51 |
|
|
2014
Q2 | $665K | Hold |
7,676
| – | – | 0.41% | 53 |
|
|
2014
Q1 | $636K | Buy |
7,676
+1,135
| +17% | +$94K | 0.44% | 47 |
|
|
2013
Q4 | $522K | Buy |
6,541
+3,041
| +87% | +$243K | 0.3% | 70 |
|
|
2013
Q3 | $256K | Buy |
+3,500
| New | +$256K | 0.17% | 90 |
|