MSH Capital 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 | $3.35M | Buy |
20,381
+320
| +2% | +$52.6K | 0.97% | 26 |
|
2025
Q1 | $3.22M | Sell |
20,061
-35
| -0.2% | -$5.62K | 1% | 26 |
|
2024
Q4 | $3.25M | Buy |
20,096
+310
| +2% | +$50.1K | 1.02% | 26 |
|
2024
Q3 | $3.32M | Buy |
19,786
+370
| +2% | +$62K | 1.01% | 25 |
|
2024
Q2 | $2.92M | Buy |
19,416
+105
| +0.5% | +$15.8K | 0.98% | 26 |
|
2024
Q1 | $3.01M | Sell |
19,311
-336
| -2% | -$52.4K | 1.06% | 24 |
|
2023
Q4 | $2.85M | Sell |
19,647
-1,174
| -6% | -$170K | 1.06% | 23 |
|
2023
Q3 | $2.73M | Sell |
20,821
-594
| -3% | -$77.8K | 1.07% | 21 |
|
2023
Q2 | $2.96M | Buy |
21,415
+502
| +2% | +$69.5K | 1.09% | 22 |
|
2023
Q1 | $2.8M | Sell |
20,913
-1,273
| -6% | -$171K | 1.2% | 17 |
|
2022
Q4 | $3M | Sell |
22,186
-1,260
| -5% | -$170K | 1.36% | 13 |
|
2022
Q3 | $2.86M | Sell |
23,446
-87
| -0.4% | -$10.6K | 1.41% | 13 |
|
2022
Q2 | $3.05M | Sell |
23,533
-819
| -3% | -$106K | 1.42% | 13 |
|
2022
Q1 | $3.64M | Buy |
24,352
+3,671
| +18% | +$549K | 1.5% | 13 |
|
2021
Q4 | $3.11M | Buy |
+20,681
| New | +$3.11M | 1.39% | 15 |
|