Optimum Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Optimum Investment Advisors’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$49.3K	Hold	300	–	–	0.02%	345
2025 Q1	$48.2K	Hold	300	–	–	0.02%	337
2024 Q4	$48.5K	Hold	300	–	–	0.02%	344
2024 Q3	$50.3K	Hold	300	–	–	0.02%	355
2024 Q2	$45.1K	Hold	300	–	–	0.02%	367
2024 Q1	$46.8K	Hold	300	–	–	0.02%	375
2023 Q4	$43.5K	Hold	300	–	–	0.02%	368
2023 Q3	$39.3K	Hold	300	–	–	0.02%	390
2023 Q2	$41.5K	Buy	+300	New	+$41.5K	0.02%	395
2020 Q3	–	Sell	-21	Closed	-$2K	–	916
2020 Q2	$2K	Hold	21	–	–	﹤0.01%	817
2020 Q1	$2K	Sell	21 -9,503	-100%	-$905K	﹤0.01%	816
2019 Q4	$1.14M	Sell	9,524 -325	-3%	-$38.7K	0.34%	74
2019 Q3	$1.11M	Buy	9,849 +200	+2%	+$22.6K	0.35%	73
2019 Q2	$1.07M	Sell	9,649 -245	-2%	-$27.3K	0.35%	71
2019 Q1	$1.07M	Sell	9,894 -1,866	-16%	-$201K	0.35%	71
2018 Q4	$1.12M	Sell	11,760 -1,706	-13%	-$162K	0.39%	63
2018 Q3	$1.52M	Sell	13,466 -448	-3%	-$50.7K	0.42%	53
2018 Q2	$1.54M	Buy	13,914 +355	+3%	+$39.2K	0.44%	49
2018 Q1	$1.48M	Buy	13,559 +4,122	+44%	+$451K	0.44%	54
2017 Q4	$1.05M	Buy	9,437 +2,236	+31%	+$249K	0.34%	91
2017 Q3	$761K	Buy	7,201 +19	+0.3%	+$2.01K	0.25%	117
2017 Q2	$739K	Buy	7,182 +48	+0.7%	+$4.94K	0.26%	120
2017 Q1	$727K	Buy	7,134 +2,729	+62%	+$278K	0.26%	112
2016 Q4	$428K	Buy	4,405 +1,200	+37%	+$117K	0.16%	173
2016 Q3	$300K	Sell	3,205 -100	-3%	-$9.36K	0.11%	217
2016 Q2	$294K	Buy	3,305 +20	+0.6%	+$1.78K	0.11%	211
2016 Q1	$286K	Buy	3,285 +300	+10%	+$26.1K	0.11%	209
2015 Q4	$257K	Sell	2,985 -75	-2%	-$6.46K	0.1%	224
2015 Q3	$255K	Buy	+3,060	New	+$255K	0.1%	218
2015 Q1	$295K	Sell	3,210 -150	-4%	-$13.8K	0.09%	221
2014 Q4	$300K	Hold	3,360	–	–	0.1%	206
2014 Q3	$285K	Sell	3,360 -120	-3%	-$10.2K	0.09%	200
2014 Q2	$303K	Hold	3,480	–	–	0.1%	203
2014 Q1	$288K	Hold	3,480	–	–	0.11%	187
2013 Q4	$278K	Sell	3,480 -7	-0.2%	-$559	0.1%	184
2013 Q3	$255K	Buy	+3,487	New	+$255K	0.1%	179