OLIO Financial Planning’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 | $14.7M | Buy |
89,300
+2,713
| +3% | +$446K | 4.63% | 6 |
|
|
2025
Q1 | $13.9M | Buy |
86,587
+3,145
| +4% | +$505K | 4.8% | 6 |
|
|
2024
Q4 | $13.5M | Buy |
83,442
+16,395
| +24% | +$2.65M | 4.74% | 6 |
|
|
2024
Q3 | $9.76M | Buy |
67,047
+113
| +0.2% | +$16.4K | 4.1% | 7 |
|
|
2024
Q2 | $9.74M | Sell |
66,934
-113
| -0.2% | -$16.4K | 4.11% | 7 |
|
|
2024
Q1 | $9.76M | Sell |
67,047
-441
| -0.7% | -$64.2K | 4.1% | 7 |
|
|
2023
Q4 | $9.82M | Buy |
67,488
+3,979
| +6% | +$579K | 4.11% | 7 |
|
|
2023
Q3 | $8.32M | Buy |
63,509
+2,804
| +5% | +$367K | 3.9% | 6 |
|
|
2023
Q2 | $8.4M | Buy |
60,705
+8,779
| +17% | +$1.21M | 3.98% | 6 |
|
|
2023
Q1 | $6.96M | Buy |
51,926
+5,646
| +12% | +$757K | 3.6% | 7 |
|
|
2022
Q4 | $6.26M | Buy |
46,280
+5,406
| +13% | +$731K | 3.4% | 8 |
|
|
2022
Q3 | $4.98M | Buy |
40,874
+2,551
| +7% | +$311K | 2.96% | 10 |
|
|
2022
Q2 | $4.96M | Buy |
38,323
+6,789
| +22% | +$879K | 2.79% | 10 |
|
|
2022
Q1 | $4.72M | Buy |
31,534
+4,261
| +16% | +$638K | 2.7% | 9 |
|
|
2021
Q4 | $4.1M | Buy |
+27,273
| New | +$4.1M | 2.44% | 10 |
|