Novare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,123
| Closed | -$743K | – | 192 |
|
|
2023
Q4 | $743K | Hold |
5,123
| – | – | 0.08% | 116 |
|
|
2023
Q3 | $671K | Hold |
5,123
| – | – | 0.08% | 114 |
|
|
2023
Q2 | $709K | Hold |
5,123
| – | – | 0.08% | 117 |
|
|
2023
Q1 | $687K | Hold |
5,123
| – | – | 0.08% | 113 |
|
|
2022
Q4 | $693K | Hold |
5,123
| – | – | 0.08% | 113 |
|
|
2022
Q3 | $624K | Hold |
5,123
| – | – | 0.08% | 112 |
|
|
2022
Q2 | $664K | Hold |
5,123
| – | – | 0.08% | 110 |
|
|
2022
Q1 | $767K | Buy |
+5,123
| New | +$767K | 0.08% | 108 |
|