Lutz Financial Services’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 | $14.9M | Buy |
90,638
+18,853
| +26% | +$3.1M | 1.16% | 23 |
|
|
2025
Q1 | $11.5M | Sell |
71,785
-1,368
| -2% | -$220K | 0.94% | 28 |
|
|
2024
Q4 | $11.8M | Sell |
73,153
-200
| -0.3% | -$32.4K | 0.96% | 29 |
|
|
2024
Q3 | $12.3M | Sell |
73,353
-497
| -0.7% | -$83.3K | 1% | 28 |
|
|
2024
Q2 | $11.1M | Sell |
73,850
-6,058
| -8% | -$911K | 0.97% | 29 |
|
|
2024
Q1 | $12.5M | Sell |
79,908
-986
| -1% | -$154K | 1.09% | 28 |
|
|
2023
Q4 | $11.7M | Buy |
80,894
+11,337
| +16% | +$1.64M | 1.1% | 27 |
|
|
2023
Q3 | $9.11M | Sell |
69,557
-1,214
| -2% | -$159K | 0.99% | 27 |
|
|
2023
Q2 | $9.79M | Sell |
70,771
-2,454
| -3% | -$340K | 1.05% | 28 |
|
|
2023
Q1 | $9.82M | Buy |
73,225
+6,473
| +10% | +$868K | 1.12% | 27 |
|
|
2022
Q4 | $9.03M | Buy |
66,752
+540
| +0.8% | +$73K | 1.11% | 27 |
|
|
2022
Q3 | $8.06M | Sell |
66,212
-5,612
| -8% | -$683K | 1.1% | 27 |
|
|
2022
Q2 | $9.3M | Buy |
71,824
+6,272
| +10% | +$812K | 1.23% | 26 |
|
|
2022
Q1 | $9.81M | Buy |
65,552
+2,026
| +3% | +$303K | 1.21% | 27 |
|
|
2021
Q4 | $9.55M | Sell |
63,526
-1,324
| -2% | -$199K | 1.17% | 27 |
|
|
2021
Q3 | $9.05M | Buy |
64,850
+6,214
| +11% | +$868K | 1.18% | 27 |
|
|
2021
Q2 | $8.24M | Sell |
58,636
-3,283
| -5% | -$461K | 1.1% | 27 |
|
|
2021
Q1 | $8.35M | Sell |
61,919
-1,194
| -2% | -$161K | 1.24% | 25 |
|
|
2020
Q4 | $7.51M | Sell |
63,113
-1,056
| -2% | -$126K | 1.23% | 25 |
|
|
2020
Q3 | $6.51M | Sell |
64,169
-67
| -0.1% | -$6.79K | 1.25% | 24 |
|
|
2020
Q2 | $6.15M | Sell |
64,236
-65,938
| -51% | -$6.31M | 1.25% | 23 |
|
|
2020
Q1 | $10.6M | Buy |
130,174
+102,528
| +371% | +$8.33M | 2.35% | 14 |
|
|
2019
Q4 | $3.3M | Buy |
27,646
+127
| +0.5% | +$15.1K | 0.59% | 35 |
|
|
2019
Q3 | $3.11M | Buy |
27,519
+2,621
| +11% | +$296K | 0.6% | 34 |
|
|
2019
Q2 | $2.77M | Buy |
24,898
+833
| +3% | +$92.7K | 0.54% | 33 |
|
|
2019
Q1 | $2.6M | Sell |
24,065
-1,463
| -6% | -$158K | 0.53% | 29 |
|
|
2018
Q4 | $2.43M | Buy |
+25,528
| New | +$2.43M | 0.54% | 31 |
|