MorganRosel 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 | $629K | Buy |
3,823
+511
| +15% | +$84K | 0.17% | 82 |
|
|
2025
Q1 | $532K | Buy |
3,312
+251
| +8% | +$40.3K | 0.16% | 82 |
|
|
2024
Q4 | $495K | Buy |
3,061
+454
| +17% | +$73.4K | 0.16% | 81 |
|
|
2024
Q3 | $437K | Hold |
2,607
| – | – | 0.14% | 81 |
|
|
2024
Q2 | $392K | Buy |
2,607
+141
| +6% | +$21.2K | 0.14% | 82 |
|
|
2024
Q1 | $384K | Buy |
2,466
+437
| +22% | +$68.1K | 0.14% | 82 |
|
|
2023
Q4 | $294K | Sell |
2,029
-76
| -4% | -$11K | 0.11% | 84 |
|
|
2023
Q3 | $276K | Hold |
2,105
| – | – | 0.12% | 85 |
|
|
2023
Q2 | $291K | Buy |
2,105
+101
| +5% | +$14K | 0.12% | 83 |
|
|
2023
Q1 | $269K | Buy |
+2,004
| New | +$269K | 0.11% | 83 |
|
|
2022
Q4 | – | Sell |
-2,385
| Closed | -$290K | – | 104 |
|
|
2022
Q3 | $290K | Buy |
2,385
+354
| +17% | +$43K | 0.15% | 82 |
|
|
2022
Q2 | $263K | Sell |
2,031
-58
| -3% | -$7.51K | 0.14% | 82 |
|
|
2022
Q1 | $313K | Buy |
+2,089
| New | +$313K | 0.15% | 77 |
|
|
2020
Q1 | – | Sell |
-18,893
| Closed | -$2.25M | – | 78 |
|
|
2019
Q4 | $2.25M | Buy |
18,893
+105
| +0.6% | +$12.5K | 1.71% | 14 |
|
|
2019
Q3 | $2.12M | Sell |
18,788
-1,026
| -5% | -$116K | 1.74% | 14 |
|
|
2019
Q2 | $2.21M | Sell |
19,814
-8
| -0% | -$891 | 1.82% | 17 |
|
|
2019
Q1 | $2.14M | Buy |
19,822
+65
| +0.3% | +$7.01K | 1.81% | 16 |
|
|
2018
Q4 | $1.88M | Buy |
+19,757
| New | +$1.88M | 1.95% | 13 |
|