Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.24M | Buy |
49,901
+294
| +0.6% | +$42.6K | 2.81% | 8 |
|
|
2023
Q3 | $6.5M | Buy |
49,607
+1,020
| +2% | +$134K | 2.92% | 8 |
|
|
2023
Q2 | $6.72M | Sell |
48,587
-989
| -2% | -$137K | 3.21% | 8 |
|
|
2023
Q1 | $6.65M | Buy |
49,576
+610
| +1% | +$81.8K | 3.15% | 8 |
|
|
2022
Q4 | $6.62M | Buy |
48,966
+3,633
| +8% | +$491K | 3.02% | 9 |
|
|
2022
Q3 | $5.52M | Sell |
45,333
-1,512
| -3% | -$184K | 3.38% | 7 |
|
|
2022
Q2 | $6.07M | Buy |
46,845
+3,730
| +9% | +$483K | 3.73% | 7 |
|
|
2022
Q1 | $6.45M | Buy |
+43,115
| New | +$6.45M | 4.01% | 6 |
|