Nikulski Financial’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 | $577K | Buy |
3,510
+1,462
| +71% | +$240K | 0.16% | 92 |
|
|
2025
Q1 | $329K | Sell |
2,048
-75
| -4% | -$12K | 0.1% | 105 |
|
|
2024
Q4 | $344K | Sell |
2,123
-50
| -2% | -$8.09K | 0.1% | 100 |
|
|
2024
Q3 | $364K | Sell |
2,173
-125
| -5% | -$21K | 0.11% | 95 |
|
|
2024
Q2 | $346K | Sell |
2,298
-210
| -8% | -$31.6K | 0.11% | 100 |
|
|
2024
Q1 | $391K | Hold |
2,508
| – | – | 0.13% | 96 |
|
|
2023
Q4 | $364K | Hold |
2,508
| – | – | 0.13% | 101 |
|
|
2023
Q3 | $328K | Buy |
2,508
+85
| +4% | +$11.1K | 0.14% | 103 |
|
|
2023
Q2 | $335K | Sell |
2,423
-400
| -14% | -$55.4K | 0.14% | 100 |
|
|
2023
Q1 | $378K | Hold |
2,823
| – | – | 0.17% | 97 |
|
|
2022
Q4 | $382K | Buy |
+2,823
| New | +$382K | 0.18% | 94 |
|
|
2022
Q2 | – | Sell |
-1,418
| Closed | -$212K | – | 133 |
|
|
2022
Q1 | $212K | Sell |
1,418
-185
| -12% | -$27.7K | 0.09% | 124 |
|
|
2021
Q4 | $241K | Hold |
1,603
| – | – | 0.1% | 110 |
|
|
2021
Q3 | $224K | Hold |
1,603
| – | – | 0.1% | 109 |
|
|
2021
Q2 | $224K | Sell |
1,603
-830
| -34% | -$116K | 0.1% | 115 |
|
|
2021
Q1 | $328K | Sell |
2,433
-25
| -1% | -$3.37K | 0.17% | 96 |
|
|
2020
Q4 | $292K | Buy |
2,458
+25
| +1% | +$2.97K | 0.16% | 98 |
|
|
2020
Q3 | $247K | Hold |
2,433
| – | – | 0.16% | 98 |
|
|
2020
Q2 | $233K | Buy |
+2,433
| New | +$233K | 0.16% | 99 |
|
|
2020
Q1 | – | Sell |
-2,433
| Closed | -$289K | – | 113 |
|
|
2019
Q4 | $289K | Hold |
2,433
| – | – | 0.21% | 72 |
|
|
2019
Q3 | $271K | Sell |
2,433
-22
| -0.9% | -$2.45K | 0.23% | 72 |
|
|
2019
Q2 | $274K | Hold |
2,455
| – | – | 0.23% | 67 |
|
|
2019
Q1 | $265K | Buy |
+2,455
| New | +$265K | 0.26% | 63 |
|
|
2018
Q4 | – | Sell |
-2,030
| Closed | -$213K | – | 81 |
|
|
2018
Q3 | $213K | Sell |
2,030
-345
| -15% | -$36.2K | 0.2% | 77 |
|
|
2018
Q2 | $262K | Sell |
2,375
-170
| -7% | -$18.8K | 0.24% | 62 |
|
|
2018
Q1 | $278K | Buy |
+2,545
| New | +$278K | 0.28% | 59 |
|