Morling Financial Advisors’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 | $141 | Hold |
1
| – | – | ﹤0.01% | 99 |
|
2025
Q1 | $138 | Hold |
1
| – | – | ﹤0.01% | 119 |
|
2024
Q4 | $138 | Hold |
1
| – | – | ﹤0.01% | 119 |
|
2024
Q3 | $142 | Sell |
1
-2
| -67% | -$284 | ﹤0.01% | 98 |
|
2024
Q2 | $427 | Sell |
3
-173
| -98% | -$24.6K | ﹤0.01% | 85 |
|
2024
Q1 | $27.5K | Hold |
176
| – | – | 0.02% | 89 |
|
2023
Q4 | $25.6K | Hold |
176
| – | – | 0.02% | 70 |
|
2023
Q3 | $23.1K | Hold |
176
| – | – | 0.02% | 66 |
|
2023
Q2 | $24.4K | Buy |
176
+3
| +2% | +$416 | 0.02% | 68 |
|
2023
Q1 | $23.2K | Hold |
173
| – | – | 0.03% | 75 |
|
2022
Q4 | $23.4K | Hold |
173
| – | – | 0.03% | 69 |
|
2022
Q3 | $21K | Hold |
173
| – | – | 0.03% | 64 |
|
2022
Q2 | $22K | Hold |
173
| – | – | 0.03% | 67 |
|
2022
Q1 | $26K | Hold |
173
| – | – | 0.03% | 75 |
|
2021
Q4 | $26K | Buy |
+173
| New | +$26K | 0.02% | 73 |
|