Novak & Powell Financial Services’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 | $340K | Sell |
2,066
-4,550
| -69% | -$748K | 0.24% | 94 |
|
|
2025
Q1 | $1.06M | Sell |
6,616
-344
| -5% | -$55.2K | 0.66% | 37 |
|
|
2024
Q4 | $1.13M | Sell |
6,960
-56
| -0.8% | -$9.06K | 0.67% | 37 |
|
|
2024
Q3 | $1.18M | Hold |
7,016
| – | – | 0.68% | 35 |
|
|
2024
Q2 | $1.06M | Buy |
7,016
+2,350
| +50% | +$354K | 0.66% | 40 |
|
|
2024
Q1 | $366K | Sell |
4,666
-2,217
| -32% | -$174K | 0.27% | 84 |
|
|
2023
Q4 | $1,000K | Buy |
+6,883
| New | +$1,000K | 0.67% | 40 |
|