LMG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
2,201
| – | – | 0.07% | 111 |
|
|
2025
Q1 | $353K | Buy |
2,201
+15
| +0.7% | +$2.41K | 0.08% | 108 |
|
|
2024
Q4 | $354K | Buy |
2,186
+13
| +0.6% | +$2.1K | 0.08% | 104 |
|
|
2024
Q3 | $364K | Buy |
2,173
+23
| +1% | +$3.86K | 0.08% | 97 |
|
|
2024
Q2 | $323K | Hold |
2,150
| – | – | 0.08% | 100 |
|
|
2024
Q1 | $335K | Hold |
2,150
| – | – | 0.08% | 101 |
|
|
2023
Q4 | $312K | Sell |
2,150
-300
| -12% | -$43.5K | 0.09% | 86 |
|
|
2023
Q3 | $321K | Hold |
2,450
| – | – | 0.1% | 84 |
|
|
2023
Q2 | $339K | Hold |
2,450
| – | – | 0.1% | 84 |
|
|
2023
Q1 | $328K | Hold |
2,450
| – | – | 0.11% | 86 |
|
|
2022
Q4 | $348K | Buy |
+2,450
| New | +$348K | 0.12% | 85 |
|