LGT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88K | Sell |
535
-216
| -29% | -$35.5K | 0.22% | 78 |
|
|
2025
Q1 | $121K | Sell |
751
-179
| -19% | -$28.7K | 0.37% | 59 |
|
|
2024
Q4 | $150K | Sell |
930
-58
| -6% | -$9.38K | 0.33% | 60 |
|
|
2024
Q3 | $166K | Sell |
988
-927
| -48% | -$156K | 0.41% | 48 |
|
|
2024
Q2 | $288K | Sell |
1,915
-166
| -8% | -$25K | 0.61% | 36 |
|
|
2024
Q1 | $325K | Sell |
2,081
-26
| -1% | -$4.06K | 0.38% | 56 |
|
|
2023
Q4 | $306K | Sell |
2,107
-683
| -24% | -$99.1K | 0.37% | 57 |
|
|
2023
Q3 | $365K | Sell |
2,790
-651
| -19% | -$85.2K | 0.46% | 44 |
|
|
2023
Q2 | $476K | Buy |
+3,441
| New | +$476K | 0.51% | 52 |
|
|
2023
Q1 | – | Sell |
-14,932
| Closed | -$2.02M | – | 196 |
|
|
2022
Q4 | $2.02M | Buy |
+14,932
| New | +$2.02M | 2.38% | 11 |
|