Kozak & Associates’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 | – | Sell |
-10
| Closed | -$1.53K | – | 430 |
|
|
2025
Q1 | $1.53K | Buy |
+10
| New | +$1.53K | ﹤0.01% | 374 |
|
|
2023
Q1 | – | Sell |
-135
| Closed | -$18K | – | 358 |
|
|
2022
Q4 | $18K | Sell |
135
-195
| -59% | -$26K | 0.01% | 200 |
|
|
2022
Q3 | $41K | Hold |
330
| – | – | 0.03% | 152 |
|
|
2022
Q2 | $43K | Hold |
330
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $47K | Hold |
330
| – | – | 0.03% | 162 |
|
|
2021
Q4 | $47K | Buy |
+330
| New | +$47K | 0.03% | 162 |
|