Modern 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 | $1.09M | Buy |
6,638
+1,059
| +19% | +$174K | 0.03% | 350 |
|
|
2025
Q1 | $896K | Buy |
5,579
+291
| +6% | +$46.7K | 0.03% | 317 |
|
|
2024
Q4 | $855K | Buy |
5,288
+287
| +6% | +$46.4K | 0.03% | 278 |
|
|
2024
Q3 | $838K | Buy |
5,001
+106
| +2% | +$17.8K | 0.05% | 183 |
|
|
2024
Q2 | $736K | Sell |
4,895
-111
| -2% | -$16.7K | 0.05% | 166 |
|
|
2024
Q1 | $780K | Buy |
+5,006
| New | +$780K | 0.07% | 133 |
|