Life Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-127
| Closed | -$18.4K | – | 241 |
|
|
2023
Q4 | $18.4K | Buy |
+127
| New | +$18.4K | 0.02% | 137 |
|
|
2022
Q3 | $15.5K | Hold |
127
| – | – | 0.02% | 126 |
|
|
2022
Q2 | $17K | Hold |
127
| – | – | 0.02% | 126 |
|
|
2022
Q1 | $19K | Buy |
127
+53
| +72% | +$7.93K | 0.02% | 120 |
|
|
2021
Q4 | $11K | Buy |
+74
| New | +$11K | 0.01% | 133 |
|