Leo Wealth LLC’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 | $817K | Buy |
+4,970
| New | +$817K | 0.06% | 186 |
|
2025
Q1 | – | Sell |
-5,336
| Closed | -$863K | – | 373 |
|
2024
Q4 | $863K | Sell |
5,336
-68
| -1% | -$11K | 0.08% | 169 |
|
2024
Q3 | $906K | Buy |
5,404
+2,194
| +68% | +$368K | 0.08% | 164 |
|
2024
Q2 | $479K | Buy |
3,210
+1,164
| +57% | +$174K | 0.05% | 224 |
|
2024
Q1 | $317K | Sell |
2,046
-296
| -13% | -$45.8K | 0.03% | 262 |
|
2023
Q4 | $355K | Buy |
+2,342
| New | +$355K | 0.04% | 243 |
|