Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-56
| Closed | -$676K | – | 198 |
|
|
2023
Q4 | $676K | Sell |
56
-4,605
| -99% | -$55.6M | 0.14% | 79 |
|
|
2023
Q3 | $610K | Buy |
4,661
+87
| +2% | +$11.4K | 0.15% | 80 |
|
|
2023
Q2 | $633K | Buy |
4,574
+1
| +0% | +$138 | 0.16% | 74 |
|
|
2023
Q1 | $613K | Buy |
+4,573
| New | +$613K | 0.13% | 104 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$1K | – | 1075 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1145 |
|
|
2021
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1044 |
|
|
2020
Q1 | – | Sell |
-62
| Closed | -$7K | – | 998 |
|
|
2019
Q4 | $7K | Buy |
62
+1
| +2% | +$113 | 0.01% | 628 |
|
|
2019
Q3 | $7K | Hold |
61
| – | – | 0.01% | 597 |
|
|
2019
Q2 | $7K | Buy |
+61
| New | +$7K | 0.01% | 607 |
|