MGB 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 | $183K | Sell |
1,112
-683
| -38% | -$112K | 0.06% | 219 |
|
|
2025
Q1 | $286K | Sell |
1,795
-2
| -0.1% | -$318 | 0.1% | 172 |
|
|
2024
Q4 | $290K | Sell |
1,797
-1,791
| -50% | -$289K | 0.09% | 158 |
|
|
2024
Q3 | $601K | Hold |
3,588
| – | – | 0.22% | 98 |
|
|
2024
Q2 | $553K | Hold |
3,588
| – | – | 0.21% | 108 |
|
|
2024
Q1 | $559K | Hold |
3,588
| – | – | 0.23% | 106 |
|
|
2023
Q4 | $520K | Buy |
+3,588
| New | +$520K | 0.26% | 108 |
|