New England Private Wealth 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 | $230K | Hold |
1,367
| – | – | 0.03% | 145 |
|
|
2025
Q1 | $219K | Buy |
1,367
+46
| +3% | +$7.38K | 0.03% | 134 |
|
|
2024
Q4 | $214K | Buy |
1,321
+1
| +0.1% | +$162 | 0.03% | 139 |
|
|
2024
Q3 | $221K | Buy |
+1,320
| New | +$221K | 0.04% | 136 |
|
|
2024
Q2 | – | Sell |
-1,318
| Closed | -$204K | – | 142 |
|
|
2024
Q1 | $204K | Sell |
1,318
-1,098
| -45% | -$170K | 0.04% | 132 |
|
|
2023
Q4 | $350K | Buy |
+2,416
| New | +$350K | 0.06% | 104 |
|