O'Brien Wealth Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $236K | Hold |
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|
2018
Q4 | $220K | Sell |
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|
2018
Q3 | $261K | Sell |
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|
2018
Q2 | $256K | Buy |
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|
2018
Q1 | $253K | Sell |
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|
2017
Q4 | $321K | Sell |
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|
2017
Q3 | $434K | Sell |
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|
2017
Q2 | $453K | Sell |
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|
2017
Q1 | $1.23M | Sell |
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|
2016
Q4 | $2.13M | Sell |
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|
2016
Q3 | $4.82M | Sell |
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|
2016
Q2 | $6.53M | Sell |
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|
2016
Q1 | $9.13M | Sell |
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|
2015
Q4 | $11.1M | Buy |
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