Oak Harbor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25
| Closed | -$3.63K | – | 237 |
|
|
2023
Q4 | $3.63K | Sell |
25
-1,380
| -98% | -$200K | ﹤0.01% | 221 |
|
|
2023
Q3 | $184K | Hold |
1,405
| – | – | 0.07% | 165 |
|
|
2023
Q2 | $194K | Hold |
1,405
| – | – | 0.07% | 166 |
|
|
2023
Q1 | $188K | Hold |
1,405
| – | – | 0.07% | 166 |
|
|
2022
Q4 | $190K | Hold |
1,405
| – | – | 0.07% | 158 |
|
|
2022
Q3 | $171K | Hold |
1,405
| – | – | 0.07% | 150 |
|
|
2022
Q2 | $182K | Hold |
1,405
| – | – | 0.07% | 150 |
|
|
2022
Q1 | $210K | Hold |
1,405
| – | – | 0.07% | 159 |
|
|
2021
Q4 | $211K | Buy |
+1,405
| New | +$211K | 0.07% | 160 |
|