Narus Financial Partners’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 | $516K | Sell |
3,137
-878
| -22% | -$144K | 0.16% | 82 |
|
|
2025
Q1 | $644K | Sell |
4,015
-3,200
| -44% | -$514K | 0.22% | 66 |
|
|
2024
Q4 | $1.17M | Buy |
7,215
+3,457
| +92% | +$559K | 0.39% | 44 |
|
|
2024
Q3 | $630K | Sell |
3,758
-189
| -5% | -$31.7K | 0.23% | 65 |
|
|
2024
Q2 | $594K | Sell |
3,947
-489
| -11% | -$73.6K | 0.24% | 65 |
|
|
2024
Q1 | $692K | Sell |
4,436
-274
| -6% | -$42.7K | 0.3% | 62 |
|
|
2023
Q4 | $683K | Buy |
4,710
+426
| +10% | +$61.8K | 0.33% | 59 |
|
|
2023
Q3 | $561K | Sell |
4,284
-58
| -1% | -$7.6K | 0.29% | 59 |
|
|
2023
Q2 | $601K | Sell |
4,342
-379
| -8% | -$52.4K | 0.31% | 53 |
|
|
2023
Q1 | $633K | Buy |
4,721
+211
| +5% | +$28.3K | 0.34% | 55 |
|
|
2022
Q4 | $610K | Buy |
4,510
+531
| +13% | +$71.8K | 0.35% | 49 |
|
|
2022
Q3 | $485K | Sell |
3,979
-1,416
| -26% | -$172K | 0.31% | 56 |
|
|
2022
Q2 | $699K | Buy |
5,395
+1,354
| +34% | +$175K | 0.45% | 41 |
|
|
2022
Q1 | $605K | Buy |
+4,041
| New | +$605K | 0.34% | 51 |
|
|
2021
Q1 | $249K | Buy |
+1,844
| New | +$249K | 0.15% | 89 |
|
|
2019
Q4 | $201K | Buy |
+1,685
| New | +$201K | 0.14% | 78 |
|
|
2017
Q3 | $272K | Buy |
2,573
+199
| +8% | +$21K | 0.24% | 65 |
|
|
2017
Q2 | $244K | Buy |
2,374
+9
| +0.4% | +$925 | 0.23% | 67 |
|
|
2017
Q1 | $241K | Sell |
2,365
-140
| -6% | -$14.3K | 0.23% | 64 |
|
|
2016
Q4 | $243K | Buy |
+2,505
| New | +$243K | 0.26% | 60 |
|