Legacy Capital Wealth Partners’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 | $573K | Sell |
3,483
-47
| -1% | -$7.73K | 0.13% | 167 |
|
2025
Q1 | $567K | Hold |
3,530
| – | – | 0.14% | 156 |
|
2024
Q4 | $571K | Hold |
3,530
| – | – | 0.14% | 150 |
|
2024
Q3 | $592K | Hold |
3,530
| – | – | 0.12% | 164 |
|
2024
Q2 | $531K | Buy |
+3,530
| New | +$531K | 0.14% | 149 |
|
2024
Q1 | – | Sell |
-4,525
| Closed | -$656K | – | 341 |
|
2023
Q4 | $656K | Hold |
4,525
| – | – | 0.19% | 116 |
|
2023
Q3 | $593K | Buy |
+4,525
| New | +$593K | 0.16% | 127 |
|