Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
13,567
+676
| +5% | +$111K | 0.04% | 421 |
|
|
2025
Q1 | $2.07M | Sell |
12,891
-1,353
| -9% | -$217K | 0.04% | 383 |
|
|
2024
Q4 | $2.3M | Buy |
14,244
+1,128
| +9% | +$182K | 0.04% | 357 |
|
|
2024
Q3 | $2.2M | Buy |
13,116
+1,159
| +10% | +$194K | 0.05% | 351 |
|
|
2024
Q2 | $1.8M | Buy |
11,957
+430
| +4% | +$64.7K | 0.04% | 377 |
|
|
2024
Q1 | $1.8M | Buy |
11,527
+1,556
| +16% | +$243K | 0.05% | 362 |
|
|
2023
Q4 | $1.45M | Buy |
9,971
+2,532
| +34% | +$367K | 0.04% | 361 |
|
|
2023
Q3 | $974K | Buy |
7,439
+2,127
| +40% | +$279K | 0.04% | 442 |
|
|
2023
Q2 | $735K | Buy |
5,312
+1,329
| +33% | +$184K | 0.03% | 492 |
|
|
2023
Q1 | $534K | Sell |
3,983
-886
| -18% | -$119K | 0.02% | 557 |
|
|
2022
Q4 | $658K | Buy |
4,869
+97
| +2% | +$13.1K | 0.03% | 437 |
|
|
2022
Q3 | $581K | Buy |
4,772
+137
| +3% | +$16.7K | 0.03% | 462 |
|
|
2022
Q2 | $600K | Buy |
4,635
+1,659
| +56% | +$215K | 0.03% | 499 |
|
|
2022
Q1 | $445K | Sell |
2,976
-74
| -2% | -$11.1K | 0.02% | 597 |
|
|
2021
Q4 | $458K | Buy |
3,050
+422
| +16% | +$63.4K | 0.02% | 590 |
|
|
2021
Q3 | $367K | Sell |
2,628
-505
| -16% | -$70.5K | 0.02% | 626 |
|
|
2021
Q2 | $444K | Sell |
3,133
-2
| -0.1% | -$283 | 0.02% | 591 |
|
|
2021
Q1 | $427K | Sell |
3,135
-5,129
| -62% | -$699K | 0.02% | 538 |
|
|
2020
Q4 | $983K | Buy |
+8,264
| New | +$983K | 0.07% | 279 |
|
|
2020
Q1 | – | Sell |
-2,877
| Closed | -$343K | – | 532 |
|
|
2019
Q4 | $343K | Sell |
2,877
-275
| -9% | -$32.8K | 0.04% | 346 |
|
|
2019
Q3 | $356K | Buy |
3,152
+625
| +25% | +$70.6K | 0.06% | 309 |
|
|
2019
Q2 | $281K | Sell |
2,527
-2,990
| -54% | -$332K | 0.05% | 337 |
|
|
2019
Q1 | $595K | Buy |
5,517
+34
| +0.6% | +$3.67K | 0.09% | 239 |
|
|
2018
Q4 | $522K | Sell |
5,483
-184
| -3% | -$17.5K | 0.11% | 215 |
|
|
2018
Q3 | $641K | Buy |
5,667
+186
| +3% | +$21K | 0.13% | 200 |
|
|
2018
Q2 | $605K | Sell |
5,481
-336
| -6% | -$37.1K | 0.14% | 174 |
|
|
2018
Q1 | $636K | Sell |
5,817
-542
| -9% | -$59.3K | 0.16% | 170 |
|
|
2017
Q4 | $709K | Buy |
6,359
+503
| +9% | +$56.1K | 0.25% | 123 |
|
|
2017
Q3 | $619K | Sell |
5,856
-619
| -10% | -$65.4K | 0.27% | 118 |
|
|
2017
Q2 | $666K | Sell |
6,475
-206
| -3% | -$21.2K | 0.34% | 95 |
|
|
2017
Q1 | $681K | Buy |
+6,681
| New | +$681K | 0.4% | 84 |
|