PBMares 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 | $212K | Sell |
1,289
-6
| -0.5% | -$987 | 0.04% | 175 |
|
|
2025
Q1 | $208K | Sell |
1,295
-21
| -2% | -$3.37K | 0.04% | 186 |
|
|
2024
Q4 | $213K | Buy |
1,316
+21
| +2% | +$3.4K | 0.04% | 183 |
|
|
2024
Q3 | $217K | Buy |
+1,295
| New | +$217K | 0.05% | 183 |
|
|
2024
Q2 | – | Sell |
-1,295
| Closed | -$202K | – | 188 |
|
|
2024
Q1 | $202K | Buy |
+1,295
| New | +$202K | 0.05% | 174 |
|