Phillips Financial 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 | $1.79M | Hold |
10,894
| – | – | 0.13% | 82 |
|
|
2025
Q1 | $1.75M | Hold |
10,894
| – | – | 0.14% | 83 |
|
|
2024
Q4 | $1.76M | Hold |
10,894
| – | – | 0.14% | 86 |
|
|
2024
Q3 | $1.83M | Sell |
10,894
-2,769
| -20% | -$464K | 0.14% | 86 |
|
|
2024
Q2 | $2.06M | Sell |
13,663
-66
| -0.5% | -$9.93K | 0.17% | 83 |
|
|
2024
Q1 | $2.14M | Hold |
13,729
| – | – | 0.18% | 83 |
|
|
2023
Q4 | $1.99M | Hold |
13,729
| – | – | 0.17% | 82 |
|
|
2023
Q3 | $1.8M | Hold |
13,729
| – | – | 0.17% | 83 |
|
|
2023
Q2 | $1.9M | Buy |
13,729
+174
| +1% | +$24.1K | 0.18% | 82 |
|
|
2023
Q1 | $1.82M | Buy |
13,555
+368
| +3% | +$49.3K | 0.18% | 79 |
|
|
2022
Q4 | $1.78M | Hold |
13,187
| – | – | 0.18% | 79 |
|
|
2022
Q3 | $1.61M | Hold |
13,187
| – | – | 0.18% | 76 |
|
|
2022
Q2 | $1.71M | Hold |
13,187
| – | – | 0.19% | 73 |
|
|
2022
Q1 | $1.97M | Sell |
13,187
-34
| -0.3% | -$5.09K | 0.19% | 65 |
|
|
2021
Q4 | $1.99M | Sell |
13,221
-2,588
| -16% | -$389K | 0.19% | 63 |
|
|
2021
Q3 | $2.21M | Sell |
15,809
-421
| -3% | -$58.8K | 0.23% | 62 |
|
|
2021
Q2 | $2.28M | Hold |
16,230
| – | – | 0.24% | 58 |
|
|
2021
Q1 | $2.19M | Sell |
16,230
-1,368
| -8% | -$185K | 0.27% | 55 |
|
|
2020
Q4 | $2.09M | Sell |
17,598
-44
| -0.2% | -$5.23K | 0.29% | 52 |
|
|
2020
Q3 | $1.79M | Sell |
17,642
-1,022
| -5% | -$104K | 0.28% | 54 |
|
|
2020
Q2 | $1.79M | Buy |
18,664
+7,500
| +67% | +$718K | 0.29% | 53 |
|
|
2020
Q1 | $858K | Buy |
+11,164
| New | +$858K | 0.17% | 65 |
|