LPWM LLC’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 | $3.53M | Buy |
21,473
+90
| +0.4% | +$14.8K | 1.03% | 20 |
|
|
2025
Q1 | $3.43M | Sell |
21,383
-29
| -0.1% | -$4.66K | 1.11% | 21 |
|
|
2024
Q4 | $3.46M | Buy |
21,412
+249
| +1% | +$40.3K | 1.11% | 22 |
|
|
2024
Q3 | $3.51M | Sell |
21,163
-324
| -2% | -$53.7K | 1.15% | 20 |
|
|
2024
Q2 | $3.22M | Sell |
21,487
-110
| -0.5% | -$16.5K | 1.11% | 20 |
|
|
2024
Q1 | $3.27M | Buy |
21,597
+1,220
| +6% | +$185K | 1.2% | 17 |
|
|
2023
Q4 | $2.93M | Buy |
20,377
+1,305
| +7% | +$188K | 1.16% | 18 |
|
|
2023
Q3 | $2.46M | Buy |
19,072
+842
| +5% | +$108K | 1.1% | 19 |
|
|
2023
Q2 | $2.54M | Buy |
18,230
+2,454
| +16% | +$342K | 1.12% | 19 |
|
|
2023
Q1 | $2.12M | Buy |
15,776
+1,677
| +12% | +$225K | 1.02% | 21 |
|
|
2022
Q4 | $1.98M | Sell |
14,099
-579
| -4% | -$81.2K | 1.06% | 20 |
|
|
2022
Q3 | $1.79M | Buy |
14,678
+3,274
| +29% | +$399K | 1.07% | 19 |
|
|
2022
Q2 | $1.5M | Buy |
11,404
+60
| +0.5% | +$7.87K | 0.83% | 21 |
|
|
2022
Q1 | $1.69M | Buy |
11,344
+171
| +2% | +$25.4K | 0.84% | 20 |
|
|
2021
Q4 | $1.68M | Buy |
11,173
+204
| +2% | +$30.7K | 0.89% | 18 |
|
|
2021
Q3 | $1.55M | Buy |
10,969
+13
| +0.1% | +$1.84K | 0.92% | 17 |
|
|
2021
Q2 | $1.55M | Buy |
10,956
+162
| +2% | +$22.9K | 0.93% | 16 |
|
|
2021
Q1 | $1.47M | Buy |
10,794
+178
| +2% | +$24.2K | 0.99% | 16 |
|
|
2020
Q4 | $1.26M | Sell |
10,616
-33
| -0.3% | -$3.93K | 0.94% | 17 |
|
|
2020
Q3 | $1.08M | Sell |
10,649
-94
| -0.9% | -$9.56K | 0.88% | 20 |
|
|
2020
Q2 | $1.03M | Buy |
10,743
+5,752
| +115% | +$550K | 0.94% | 18 |
|
|
2020
Q1 | $406K | Buy |
+4,991
| New | +$406K | 0.44% | 25 |
|