LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $23K | Buy |
228
+33
| +17% | +$3.33K | 0.01% | 326 |
|
|
2020
Q2 | $19K | Sell |
195
-2
| -1% | -$195 | 0.01% | 344 |
|
|
2020
Q1 | $16K | Buy |
197
+2
| +1% | +$162 | 0.01% | 348 |
|
|
2019
Q4 | $23K | Hold |
195
| – | – | 0.01% | 333 |
|
|
2019
Q3 | $22K | Hold |
195
| – | – | 0.01% | 340 |
|
|
2019
Q2 | $22K | Hold |
195
| – | – | 0.01% | 333 |
|
|
2019
Q1 | $21K | Hold |
195
| – | – | 0.01% | 344 |
|
|
2018
Q4 | $19K | Sell |
195
-427
| -69% | -$41.6K | 0.01% | 338 |
|
|
2018
Q3 | $70K | Buy |
622
+9
| +1% | +$1.01K | 0.04% | 218 |
|
|
2018
Q2 | $68K | Buy |
613
+51
| +9% | +$5.66K | 0.04% | 215 |
|
|
2018
Q1 | $61K | Buy |
+562
| New | +$61K | 0.04% | 207 |
|