LexAurum Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,937
| Closed | -$426K | – | 326 |
|
2023
Q4 | $426K | Sell |
2,937
-297
| -9% | -$43.1K | 0.11% | 171 |
|
2023
Q3 | $424K | Buy |
3,234
+860
| +36% | +$113K | 0.12% | 160 |
|
2023
Q2 | $329K | Buy |
2,374
+127
| +6% | +$17.6K | 0.1% | 184 |
|
2023
Q1 | $301K | Sell |
2,247
-51
| -2% | -$6.84K | 0.1% | 190 |
|
2022
Q4 | $311K | Buy |
2,298
+150
| +7% | +$20.3K | 0.11% | 177 |
|
2022
Q3 | $262K | Buy |
2,148
+121
| +6% | +$14.8K | 0.1% | 192 |
|
2022
Q2 | $262K | Buy |
2,027
+530
| +35% | +$68.5K | 0.1% | 191 |
|
2022
Q1 | $224K | Buy |
+1,497
| New | +$224K | 0.07% | 237 |
|