Nadler Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-13,095
| Closed | -$1.76M | – | 120 |
|
2023
Q1 | $1.76M | Hold |
13,095
| – | – | 0.28% | 37 |
|
2022
Q4 | $1.77M | Hold |
13,095
| – | – | 0.31% | 32 |
|
2022
Q3 | $1.6M | Hold |
13,095
| – | – | 0.3% | 34 |
|
2022
Q2 | $1.7M | Hold |
13,095
| – | – | 0.31% | 34 |
|
2022
Q1 | $1.96M | Sell |
13,095
-13
| -0.1% | -$1.95K | 0.31% | 34 |
|
2021
Q4 | $1.97M | Hold |
13,108
| – | – | 0.29% | 38 |
|
2021
Q3 | $1.83M | Buy |
13,108
+825
| +7% | +$115K | 0.3% | 36 |
|
2021
Q2 | $1.73M | Buy |
12,283
+2,295
| +23% | +$322K | 0.28% | 37 |
|
2021
Q1 | $1.35M | Buy |
9,988
+2,205
| +28% | +$297K | 0.24% | 38 |
|
2020
Q4 | $926K | Buy |
7,783
+1,855
| +31% | +$221K | 0.18% | 48 |
|
2020
Q3 | $601K | Buy |
5,928
+2,401
| +68% | +$243K | 0.13% | 54 |
|
2020
Q2 | $338K | Buy |
3,527
+1,015
| +40% | +$97.3K | 0.08% | 67 |
|
2020
Q1 | $204K | Buy |
2,512
+820
| +48% | +$66.6K | 0.06% | 83 |
|
2019
Q4 | $202K | Buy |
+1,692
| New | +$202K | 0.05% | 101 |
|