McClarren Financial 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 | $901K | Buy |
5,477
+494
| +10% | +$81.2K | 0.59% | 36 |
|
|
2025
Q1 | $930K | Buy |
+4,983
| New | +$930K | 0.61% | 29 |
|
|
2024
Q4 | – | Sell |
-4,979
| Closed | -$547 | – | 312 |
|
|
2024
Q3 | $547 | Buy |
4,979
+3,926
| +373% | +$431 | 0.07% | 50 |
|
|
2024
Q2 | $841K | Sell |
1,053
-4,541
| -81% | -$3.63M | 0.59% | 30 |
|
|
2024
Q1 | $873K | Buy |
5,594
+40
| +0.7% | +$6.24K | 0.63% | 28 |
|
|
2023
Q4 | $805K | Buy |
5,554
+2,489
| +81% | +$361K | 0.61% | 28 |
|
|
2023
Q3 | $400K | Buy |
3,065
+17
| +0.6% | +$2.22K | 0.35% | 47 |
|
|
2023
Q2 | $421K | Buy |
3,048
+1,608
| +112% | +$222K | 0.35% | 49 |
|
|
2023
Q1 | $192K | Buy |
1,440
+6
| +0.4% | +$800 | 0.17% | 67 |
|
|
2022
Q4 | $194K | Buy |
1,434
+1,106
| +337% | +$150K | 0.18% | 66 |
|
|
2022
Q3 | $39K | Buy |
+328
| New | +$39K | 0.04% | 157 |
|
|
2022
Q2 | – | Sell |
-325
| Closed | -$48K | – | 275 |
|
|
2022
Q1 | $48K | Buy |
325
+1
| +0.3% | +$148 | 0.03% | 129 |
|
|
2021
Q4 | $49K | Buy |
324
+3
| +0.9% | +$454 | 0.03% | 142 |
|
|
2021
Q3 | $44K | Buy |
321
+1
| +0.3% | +$137 | 0.03% | 125 |
|
|
2021
Q2 | $45K | Buy |
320
+1
| +0.3% | +$141 | 0.04% | 127 |
|
|
2021
Q1 | $43K | Buy |
319
+2
| +0.6% | +$270 | 0.04% | 118 |
|
|
2020
Q4 | $37K | Buy |
+317
| New | +$37K | 0.04% | 116 |
|