Petix & Botte Financial’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 | $4.59M | Sell |
27,903
-1,349
| -5% | -$222K | 1.13% | 26 |
|
|
2025
Q1 | $4.7M | Sell |
29,252
-2,362
| -7% | -$379K | 1.24% | 26 |
|
|
2024
Q4 | $5.11M | Sell |
31,614
-11,192
| -26% | -$1.81M | 1.34% | 22 |
|
|
2024
Q3 | $7.18M | Buy |
42,806
+2,303
| +6% | +$386K | 1.91% | 15 |
|
|
2024
Q2 | $6.09M | Buy |
40,503
+13,242
| +49% | +$1.99M | 1.73% | 18 |
|
|
2024
Q1 | $4.25M | Sell |
27,261
-12,778
| -32% | -$1.99M | 1.06% | 32 |
|
|
2023
Q4 | $5.81M | Buy |
40,039
+507
| +1% | +$73.5K | 1.71% | 17 |
|
|
2023
Q3 | $5.18M | Buy |
39,532
+1,837
| +5% | +$241K | 1.63% | 18 |
|
|
2023
Q2 | $5.22M | Buy |
37,695
+19,370
| +106% | +$2.68M | 1.62% | 19 |
|
|
2023
Q1 | $2.46M | Buy |
+18,325
| New | +$2.46M | 1.66% | 18 |
|
|
2022
Q3 | $2.06M | Sell |
16,914
-206
| -1% | -$25.1K | 1.57% | 20 |
|
|
2022
Q2 | $2.22M | Sell |
17,120
-17,271
| -50% | -$2.24M | 1.63% | 19 |
|
|
2022
Q1 | $5.15M | Buy |
34,391
+17,661
| +106% | +$2.64M | 1.59% | 19 |
|
|
2021
Q4 | $2.52M | Sell |
16,730
-12,212
| -42% | -$1.84M | 1.6% | 18 |
|
|
2021
Q3 | $4.04M | Buy |
28,942
+17,105
| +145% | +$2.38M | 1.37% | 19 |
|
|
2021
Q2 | $1.66M | Buy |
11,837
+737
| +7% | +$104K | 1.16% | 24 |
|
|
2021
Q1 | $1.5M | Buy |
11,100
+876
| +9% | +$118K | 1.11% | 26 |
|
|
2020
Q4 | $1.22M | Buy |
10,224
+684
| +7% | +$81.4K | 0.91% | 27 |
|
|
2020
Q3 | $966K | Sell |
9,540
-12,139
| -56% | -$1.23M | 0.77% | 28 |
|
|
2020
Q2 | $1.04M | Buy |
21,679
+11,395
| +111% | +$546K | 0.86% | 28 |
|
|
2020
Q1 | $836K | Sell |
10,284
-510
| -5% | -$41.5K | 0.81% | 28 |
|
|
2019
Q4 | $1.29M | Buy |
+10,794
| New | +$1.29M | 1.01% | 25 |
|