Presilium Private Wealth’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 | $22.4M | Buy |
135,986
+9,619
| +8% | +$1.58M | 4.58% | 9 |
|
2025
Q1 | $20.3M | Buy |
126,367
+26,834
| +27% | +$4.31M | 4.54% | 9 |
|
2024
Q4 | $16.1M | Buy |
99,533
+2,570
| +3% | +$416K | 3.7% | 11 |
|
2024
Q3 | $16.3M | Sell |
96,963
-148
| -0.2% | -$24.8K | 3.74% | 11 |
|
2024
Q2 | $14.6M | Buy |
97,111
+5,270
| +6% | +$793K | 3.69% | 11 |
|
2024
Q1 | $14.3M | Buy |
91,841
+3,761
| +4% | +$586K | 3.8% | 10 |
|
2023
Q4 | $12.8M | Sell |
88,080
-8,646
| -9% | -$1.25M | 3.64% | 10 |
|
2023
Q3 | $12.7M | Sell |
96,726
-9,914
| -9% | -$1.3M | 4.03% | 11 |
|
2023
Q2 | $14.8M | Buy |
106,640
+12,740
| +14% | +$1.76M | 5.06% | 8 |
|
2023
Q1 | $12.6M | Buy |
93,900
+8,474
| +10% | +$1.14M | 4.86% | 9 |
|
2022
Q4 | $11.6M | Buy |
+85,426
| New | +$11.6M | 4.85% | 8 |
|