Planning Directions’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 | $1.32M | Sell |
8,016
-4,876
| -38% | -$802K | 0.74% | 27 |
|
|
2025
Q1 | $2.07M | Buy |
12,892
+3,508
| +37% | +$563K | 0.88% | 30 |
|
|
2024
Q4 | $1.52M | Sell |
9,384
-68
| -0.7% | -$11K | 0.88% | 23 |
|
|
2024
Q3 | $1.58M | Sell |
9,452
-61
| -0.6% | -$10.2K | 0.94% | 21 |
|
|
2024
Q2 | $1.43M | Sell |
9,513
-759
| -7% | -$114K | 0.97% | 22 |
|
|
2024
Q1 | $1.6M | Sell |
10,272
-1,888
| -16% | -$294K | 1.11% | 19 |
|
|
2023
Q4 | $1.76M | Sell |
12,160
-631
| -5% | -$91.5K | 1.26% | 17 |
|
|
2023
Q3 | $1.68M | Buy |
12,791
+237
| +2% | +$31K | 1.28% | 16 |
|
|
2023
Q2 | $1.74M | Sell |
12,554
-123
| -1% | -$17K | 1.26% | 17 |
|
|
2023
Q1 | $1.7M | Sell |
12,677
-87
| -0.7% | -$11.7K | 1.26% | 17 |
|
|
2022
Q4 | $1.73M | Buy |
12,764
+746
| +6% | +$101K | 1.32% | 17 |
|
|
2022
Q3 | $1.46M | Buy |
12,018
+20
| +0.2% | +$2.44K | 1.18% | 18 |
|
|
2022
Q2 | $1.55M | Buy |
11,998
+4
| +0% | +$518 | 1.19% | 20 |
|
|
2022
Q1 | $1.8M | Sell |
11,994
-316
| -3% | -$47.3K | 1.26% | 19 |
|
|
2021
Q4 | $1.85M | Sell |
12,310
-115
| -0.9% | -$17.3K | 1.23% | 19 |
|
|
2021
Q3 | $1.74M | Sell |
12,425
-1,000
| -7% | -$140K | 1.26% | 18 |
|
|
2021
Q2 | $1.89M | Sell |
13,425
-175
| -1% | -$24.6K | 1.38% | 17 |
|
|
2021
Q1 | $1.83M | Sell |
13,600
-21
| -0.2% | -$2.83K | 1.44% | 17 |
|
|
2020
Q4 | $1.62M | Buy |
13,621
+131
| +1% | +$15.6K | 1.31% | 19 |
|
|
2020
Q3 | $1.37M | Buy |
13,490
+369
| +3% | +$37.4K | 1.21% | 20 |
|
|
2020
Q2 | $1.26M | Buy |
+13,121
| New | +$1.26M | 1.17% | 20 |
|
|
2020
Q1 | – | Sell |
-14,061
| Closed | -$1.68M | – | 98 |
|
|
2019
Q4 | $1.68M | Sell |
14,061
-506
| -3% | -$60.3K | 1.55% | 16 |
|
|
2019
Q3 | $1.65M | Sell |
14,567
-488
| -3% | -$55.1K | 1.58% | 14 |
|
|
2019
Q2 | $1.68M | Buy |
15,055
+396
| +3% | +$44.1K | 1.7% | 14 |
|
|
2019
Q1 | $1.58M | Sell |
14,659
-263
| -2% | -$28.4K | 1.88% | 13 |
|
|
2018
Q4 | $1.42M | Sell |
14,922
-303
| -2% | -$28.9K | 1.76% | 13 |
|
|
2018
Q3 | $1.72M | Sell |
15,225
-348
| -2% | -$39.4K | 1.6% | 16 |
|
|
2018
Q2 | $1.72M | Sell |
15,573
-335
| -2% | -$37K | 1.66% | 16 |
|
|
2018
Q1 | $1.74M | Buy |
+15,908
| New | +$1.74M | 1.71% | 13 |
|