Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
2,437
+22
| +0.9% | +$3.62K | 0.03% | 99 |
|
|
2025
Q1 | $388K | Buy |
2,415
+9
| +0.4% | +$1.45K | 0.03% | 104 |
|
|
2024
Q4 | $389K | Buy |
2,406
+278
| +13% | +$45K | 0.03% | 103 |
|
|
2024
Q3 | $357K | Hold |
2,128
| – | – | 0.03% | 115 |
|
|
2024
Q2 | $320K | Sell |
2,128
-102
| -5% | -$15.3K | 0.03% | 120 |
|
|
2024
Q1 | $348K | Sell |
2,230
-56
| -2% | -$8.73K | 0.04% | 109 |
|
|
2023
Q4 | $331K | Hold |
2,286
| – | – | 0.03% | 114 |
|
|
2023
Q3 | $299K | Sell |
2,286
-13
| -0.6% | -$1.7K | 0.04% | 111 |
|
|
2023
Q2 | $318K | Sell |
2,299
-403
| -15% | -$55.8K | 0.04% | 108 |
|
|
2023
Q1 | $362K | Buy |
+2,702
| New | +$362K | 0.05% | 99 |
|
|
2021
Q4 | – | Sell |
-835
| Closed | -$117K | – | 1120 |
|
|
2021
Q3 | $117K | Sell |
835
-42
| -5% | -$5.89K | 0.03% | 247 |
|
|
2021
Q2 | $124K | Buy |
877
+11
| +1% | +$1.56K | 0.03% | 228 |
|
|
2021
Q1 | $117K | Sell |
866
-12
| -1% | -$1.62K | 0.03% | 228 |
|
|
2020
Q4 | $104K | Buy |
878
+11
| +1% | +$1.3K | 0.03% | 246 |
|
|
2020
Q3 | $88K | Buy |
867
+19
| +2% | +$1.93K | 0.03% | 252 |
|
|
2020
Q2 | $81K | Buy |
848
+8
| +1% | +$764 | 0.03% | 237 |
|
|
2020
Q1 | $68K | Buy |
840
+33
| +4% | +$2.67K | 0.03% | 223 |
|
|
2019
Q4 | $96K | Buy |
807
+12
| +2% | +$1.43K | 0.03% | 232 |
|
|
2019
Q3 | $90K | Buy |
+795
| New | +$90K | 0.03% | 251 |
|
|
2019
Q1 | – | Sell |
-550
| Closed | -$52K | – | 952 |
|
|
2018
Q4 | $52K | Buy |
+550
| New | +$52K | 0.02% | 279 |
|