Meridian 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 | $1.81M | Sell |
11,008
-1,573
| -13% | -$258K | 0.08% | 217 |
|
|
2025
Q1 | $2.02M | Buy |
12,581
+1,109
| +10% | +$178K | 0.1% | 184 |
|
|
2024
Q4 | $1.85M | Sell |
11,472
-771
| -6% | -$125K | 0.09% | 194 |
|
|
2024
Q3 | $2.05M | Buy |
+12,243
| New | +$2.05M | 0.1% | 177 |
|
|
2024
Q1 | – | Sell |
-11,989
| Closed | -$1.74M | – | 551 |
|
|
2023
Q4 | $1.74M | Sell |
11,989
-125
| -1% | -$18.1K | 0.11% | 181 |
|
|
2023
Q3 | $1.59M | Sell |
12,114
-24
| -0.2% | -$3.14K | 0.1% | 179 |
|
|
2023
Q2 | $1.68M | Sell |
12,138
-319
| -3% | -$44.1K | 0.14% | 137 |
|
|
2023
Q1 | $1.67M | Sell |
12,457
-357
| -3% | -$47.9K | 0.15% | 143 |
|
|
2022
Q4 | $1.73M | Buy |
12,814
+723
| +6% | +$97.8K | 0.17% | 131 |
|
|
2022
Q3 | $1.47M | Sell |
12,091
-5,625
| -32% | -$685K | 0.16% | 135 |
|
|
2022
Q2 | $2.3M | Buy |
17,716
+11,843
| +202% | +$1.53M | 0.19% | 135 |
|
|
2022
Q1 | $879K | Buy |
5,873
+6
| +0.1% | +$898 | 0.1% | 169 |
|
|
2021
Q4 | $882K | Buy |
5,867
+191
| +3% | +$28.7K | 0.09% | 167 |
|
|
2021
Q3 | $792K | Sell |
5,676
-391
| -6% | -$54.6K | 0.1% | 173 |
|
|
2021
Q2 | $852K | Buy |
6,067
+567
| +10% | +$79.6K | 0.11% | 161 |
|
|
2021
Q1 | $742K | Buy |
5,500
+115
| +2% | +$15.5K | 0.11% | 165 |
|
|
2020
Q4 | $640K | Buy |
5,385
+98
| +2% | +$11.6K | 0.1% | 161 |
|
|
2020
Q3 | $535K | Buy |
5,287
+465
| +10% | +$47.1K | 0.13% | 135 |
|
|
2020
Q2 | $461K | Buy |
4,822
+1,429
| +42% | +$137K | 0.15% | 125 |
|
|
2020
Q1 | $275K | Buy |
3,393
+1,516
| +81% | +$123K | 0.12% | 163 |
|
|
2019
Q4 | $223K | Sell |
1,877
-10
| -0.5% | -$1.19K | 0.11% | 184 |
|
|
2019
Q3 | $213K | Sell |
1,887
-241
| -11% | -$27.2K | 0.1% | 188 |
|
|
2019
Q2 | $2.37K | Buy |
2,128
+73
| +4% | +$81 | 0.1% | 179 |
|
|
2019
Q1 | $222K | Buy |
+2,055
| New | +$222K | 0.1% | 173 |
|
|
2018
Q3 | – | Sell |
-2,062
| Closed | -$228K | – | 204 |
|
|
2018
Q2 | $228K | Buy |
2,062
+8
| +0.4% | +$885 | 0.11% | 162 |
|
|
2018
Q1 | $225K | Buy |
+2,054
| New | +$225K | 0.11% | 161 |
|
|
2017
Q3 | – | Sell |
-1,947
| Closed | -$200K | – | 185 |
|
|
2017
Q2 | $200K | Buy |
+1,947
| New | +$200K | 0.13% | 162 |
|