Pacific Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-280
| Closed | -$45.3K | – | 375 |
|
|
2024
Q4 | $45.3K | Hold |
280
| – | – | 0.01% | 159 |
|
|
2024
Q3 | $46.9K | Hold |
280
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $42.1K | Sell |
280
-49
| -15% | -$7.37K | 0.01% | 168 |
|
|
2024
Q1 | $51.3K | Buy |
329
+70
| +27% | +$10.9K | 0.01% | 133 |
|
|
2023
Q4 | $37.6K | Buy |
+259
| New | +$37.6K | 0.01% | 151 |
|
|
2020
Q4 | – | Sell |
-158
| Closed | -$16K | – | 191 |
|
|
2020
Q3 | $16K | Buy |
+158
| New | +$16K | 0.01% | 156 |
|