LifePlan Investment 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 | $4M | Sell |
24,323
-44
| -0.2% | -$7.24K | 1.99% | 17 |
|
|
2025
Q1 | $3.91M | Buy |
24,367
+399
| +2% | +$64.1K | 2.25% | 15 |
|
|
2024
Q4 | $3.88M | Sell |
23,968
-753
| -3% | -$122K | 2.4% | 12 |
|
|
2024
Q3 | $4.14M | Sell |
24,721
-18
| -0.1% | -$3.02K | 2.65% | 9 |
|
|
2024
Q2 | $3.72M | Buy |
24,739
+849
| +4% | +$128K | 2.68% | 9 |
|
|
2024
Q1 | $3.72M | Sell |
23,890
-10,608
| -31% | -$1.65M | 2.97% | 8 |
|
|
2023
Q4 | $5M | Buy |
34,498
+997
| +3% | +$145K | 4.58% | 5 |
|
|
2023
Q3 | $4.39M | Buy |
33,501
+1,158
| +4% | +$152K | 4.66% | 5 |
|
|
2023
Q2 | $4.48M | Buy |
+32,343
| New | +$4.48M | 5% | 4 |
|