Opes Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $595K | Sell |
6,247
-1,863
| -23% | -$177K | 0.43% | 29 |
|
|
2018
Q3 | $917K | Sell |
8,110
-250
| -3% | -$28.3K | 0.67% | 24 |
|
|
2018
Q2 | $923K | Sell |
8,360
-923
| -10% | -$102K | 0.68% | 26 |
|
|
2018
Q1 | $1.02M | Sell |
9,283
-3,151
| -25% | -$345K | 0.82% | 23 |
|
|
2017
Q4 | $1.39M | Sell |
12,434
-1,282
| -9% | -$143K | 0.99% | 22 |
|
|
2017
Q3 | $1.45M | Sell |
13,716
-910
| -6% | -$96.1K | 0.93% | 27 |
|
|
2017
Q2 | $1.53M | Sell |
14,626
-444
| -3% | -$46.5K | 0.95% | 25 |
|
|
2017
Q1 | $1.54M | Buy |
15,070
+570
| +4% | +$58.1K | 1.08% | 23 |
|
|
2016
Q4 | $1.41M | Buy |
+14,500
| New | +$1.41M | 1.45% | 19 |
|