Personal Capital 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $866K | Buy |
6,406
+1,942
| +44% | +$263K | ﹤0.01% | 247 |
|
2022
Q3 | $544K | Sell |
4,464
-1,425
| -24% | -$174K | ﹤0.01% | 278 |
|
2022
Q2 | $763K | Sell |
5,889
-1,114
| -16% | -$144K | ﹤0.01% | 249 |
|
2022
Q1 | $1.05M | Sell |
7,003
-519
| -7% | -$77.7K | ﹤0.01% | 247 |
|
2021
Q4 | $1.09M | Buy |
7,522
+949
| +14% | +$138K | 0.01% | 262 |
|
2021
Q3 | $918K | Buy |
6,573
+394
| +6% | +$55K | ﹤0.01% | 256 |
|
2021
Q2 | $868K | Buy |
6,179
+228
| +4% | +$32K | ﹤0.01% | 259 |
|
2021
Q1 | $803K | Sell |
5,951
-337
| -5% | -$45.5K | ﹤0.01% | 261 |
|
2020
Q4 | $748K | Buy |
6,288
+3,808
| +154% | +$453K | ﹤0.01% | 265 |
|
2020
Q3 | $251K | Buy |
+2,480
| New | +$251K | ﹤0.01% | 364 |
|
2020
Q2 | – | Sell |
-2,668
| Closed | -$200K | – | 376 |
|
2020
Q1 | $200K | Buy |
2,668
+690
| +35% | +$51.7K | ﹤0.01% | 331 |
|
2019
Q4 | $236K | Buy |
+1,978
| New | +$236K | ﹤0.01% | 369 |
|