My Personal CFO LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,125
| Closed | -$470K | – | 102 |
|
|
2024
Q2 | $470K | Sell |
3,125
-46
| -1% | -$6.92K | 0.25% | 63 |
|
|
2024
Q1 | $494K | Sell |
3,171
-72
| -2% | -$11.2K | 0.28% | 65 |
|
|
2023
Q4 | $470K | Sell |
3,243
-644
| -17% | -$93.4K | 0.31% | 61 |
|
|
2023
Q3 | $509K | Buy |
3,887
+331
| +9% | +$43.3K | 0.41% | 51 |
|
|
2023
Q2 | $492K | Buy |
3,556
+1,702
| +92% | +$236K | 0.39% | 50 |
|
|
2023
Q1 | $249K | Buy |
1,854
+1,468
| +380% | +$197K | 0.21% | 64 |
|
|
2022
Q4 | $227K | Buy |
386
+53
| +16% | +$31.2K | 0.21% | 64 |
|
|
2022
Q3 | $203K | Buy |
+333
| New | +$203K | 0.31% | 59 |
|