McGlone Suttner Wealth Management’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 | $303K | Sell |
1,842
-753
| -29% | -$124K | 0.05% | 151 |
|
|
2025
Q1 | $417K | Buy |
+2,595
| New | +$417K | 0.07% | 129 |
|
|
2024
Q3 | – | Sell |
-2,014
| Closed | -$292K | – | 184 |
|
|
2024
Q2 | $292K | Sell |
2,014
-71
| -3% | -$10.3K | 0.06% | 121 |
|
|
2024
Q1 | $325K | Buy |
2,085
+71
| +4% | +$11.1K | 0.06% | 125 |
|
|
2023
Q4 | $292K | Buy |
2,014
+10
| +0.5% | +$1.45K | 0.06% | 121 |
|
|
2023
Q3 | $262K | Buy |
2,004
+20
| +1% | +$2.62K | 0.06% | 115 |
|
|
2023
Q2 | $275K | Buy |
1,984
+7
| +0.4% | +$969 | 0.06% | 115 |
|
|
2023
Q1 | $265K | Buy |
1,977
+6
| +0.3% | +$805 | 0.07% | 117 |
|
|
2022
Q4 | $267K | Buy |
+1,971
| New | +$267K | 0.08% | 108 |
|