Mission 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 | $417K | Buy |
2,536
+63
| +3% | +$10.4K | 0.01% | 490 |
|
|
2025
Q1 | $397K | Buy |
2,473
+496
| +25% | +$79.6K | 0.01% | 484 |
|
|
2024
Q4 | $320K | Sell |
1,977
-595
| -23% | -$96.3K | 0.01% | 517 |
|
|
2024
Q3 | $431K | Buy |
2,572
+81
| +3% | +$13.6K | 0.01% | 443 |
|
|
2024
Q2 | $375K | Buy |
2,491
+90
| +4% | +$13.5K | 0.01% | 459 |
|
|
2024
Q1 | $374K | Sell |
2,401
-288
| -11% | -$44.9K | 0.01% | 477 |
|
|
2023
Q4 | $390K | Buy |
2,689
+771
| +40% | +$112K | 0.01% | 410 |
|
|
2023
Q3 | $251K | Buy |
1,918
+29
| +2% | +$3.8K | 0.01% | 456 |
|
|
2023
Q2 | $261K | Buy |
+1,889
| New | +$261K | 0.01% | 448 |
|
|
2023
Q1 | – | Sell |
-1,744
| Closed | -$236K | – | 526 |
|
|
2022
Q4 | $236K | Buy |
+1,744
| New | +$236K | 0.01% | 443 |
|
|
2020
Q2 | – | Sell |
-2,815
| Closed | -$229K | – | 346 |
|
|
2020
Q1 | $229K | Buy |
+2,815
| New | +$229K | 0.03% | 263 |
|