Orgel Wealth Management’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 | $131M | Buy |
795,512
+54,333
| +7% | +$8.94M | 3.15% | 14 |
|
|
2025
Q1 | $119M | Buy |
741,179
+45,271
| +7% | +$7.27M | 3.09% | 13 |
|
|
2024
Q4 | $113M | Buy |
695,908
+35,802
| +5% | +$5.79M | 2.94% | 14 |
|
|
2024
Q3 | $111M | Buy |
660,106
+24,595
| +4% | +$4.12M | 2.77% | 14 |
|
|
2024
Q2 | $95.6M | Buy |
635,511
+53,170
| +9% | +$8M | 2.58% | 17 |
|
|
2024
Q1 | $90.8M | Buy |
582,341
+185,410
| +47% | +$28.9M | 2.49% | 17 |
|
|
2023
Q4 | $57.6M | Buy |
396,931
+50,103
| +14% | +$7.27M | 1.7% | 18 |
|
|
2023
Q3 | $45.4M | Buy |
346,828
+9,331
| +3% | +$1.22M | 1.54% | 18 |
|
|
2023
Q2 | $46.7M | Buy |
337,497
+28,186
| +9% | +$3.9M | 1.54% | 18 |
|
|
2023
Q1 | $41.5M | Sell |
309,311
-20,143
| -6% | -$2.7M | 1.48% | 18 |
|
|
2022
Q4 | $44.6M | Buy |
329,454
+19,178
| +6% | +$2.59M | 1.71% | 15 |
|
|
2022
Q3 | $37.8M | Buy |
310,276
+87,311
| +39% | +$10.6M | 1.86% | 14 |
|
|
2022
Q2 | $28.9M | Buy |
222,965
+83,664
| +60% | +$10.8M | 1.63% | 14 |
|
|
2022
Q1 | $20.8M | Buy |
139,301
+50,992
| +58% | +$7.63M | 1.43% | 14 |
|
|
2021
Q4 | $13.3M | Buy |
88,309
+49,926
| +130% | +$7.51M | 1.28% | 17 |
|
|
2021
Q3 | $5.36M | Buy |
38,383
+17,084
| +80% | +$2.39M | 0.61% | 19 |
|
|
2021
Q2 | $2.99M | Buy |
+21,299
| New | +$2.99M | 0.38% | 19 |
|