Marcum Wealth’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
Q1 | $595K | Sell |
3,705
-994
| -21% | -$160K | 0.05% | 174 |
|
|
2024
Q4 | $760K | Buy |
4,699
+920
| +24% | +$149K | 0.07% | 141 |
|
|
2024
Q3 | $634K | Hold |
3,779
| – | – | 0.06% | 158 |
|
|
2024
Q2 | $568K | Buy |
3,779
+247
| +7% | +$37.2K | 0.06% | 169 |
|
|
2024
Q1 | $551K | Buy |
3,532
+4
| +0.1% | +$624 | 0.06% | 179 |
|
|
2023
Q4 | $512K | Buy |
3,528
+10
| +0.3% | +$1.45K | 0.05% | 183 |
|
|
2023
Q3 | $461K | Sell |
3,518
-15
| -0.4% | -$1.96K | 0.06% | 184 |
|
|
2023
Q2 | $489K | Sell |
3,533
-1,262
| -26% | -$175K | 0.06% | 178 |
|
|
2023
Q1 | $643K | Sell |
4,795
-144
| -3% | -$19.3K | 0.08% | 145 |
|
|
2022
Q4 | $668K | Sell |
4,939
-893
| -15% | -$121K | 0.09% | 132 |
|
|
2022
Q3 | $710K | Sell |
5,832
-1,407
| -19% | -$171K | 0.11% | 117 |
|
|
2022
Q2 | $938K | Sell |
7,239
-417
| -5% | -$54K | 0.14% | 93 |
|
|
2022
Q1 | $1.15M | Sell |
7,656
-644
| -8% | -$96.4K | 0.16% | 85 |
|
|
2021
Q4 | $1.25M | Sell |
8,300
-1,786
| -18% | -$269K | 0.17% | 84 |
|
|
2021
Q3 | $1.41M | Sell |
10,086
-1,627
| -14% | -$227K | 0.22% | 65 |
|
|
2021
Q2 | $1.65M | Sell |
11,713
-2,857
| -20% | -$401K | 0.27% | 42 |
|
|
2021
Q1 | $1.97M | Sell |
14,570
-1,926
| -12% | -$260K | 0.32% | 36 |
|
|
2020
Q4 | $1.96M | Sell |
16,496
-5,220
| -24% | -$621K | 0.46% | 24 |
|
|
2020
Q3 | $2.2M | Buy |
21,716
+339
| +2% | +$34.4K | 0.67% | 23 |
|
|
2020
Q2 | $2.05M | Buy |
+21,377
| New | +$2.05M | 0.63% | 28 |
|