Prestige Wealth Management Group’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 | $26.5K | Hold |
160
| – | – | 0.01% | 320 |
|
|
2025
Q1 | $25.7K | Sell |
160
-50
| -24% | -$8.03K | 0.01% | 320 |
|
|
2024
Q4 | $34K | Hold |
210
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $35.2K | Hold |
210
| – | – | 0.01% | 280 |
|
|
2024
Q2 | $31.8K | Hold |
210
| – | – | 0.01% | 269 |
|
|
2024
Q1 | $32.7K | Sell |
210
-5
| -2% | -$780 | 0.01% | 288 |
|
|
2023
Q4 | $31.2K | Buy |
215
+5
| +2% | +$725 | 0.01% | 291 |
|
|
2023
Q3 | $27.5K | Buy |
210
+55
| +35% | +$7.2K | 0.01% | 293 |
|
|
2023
Q2 | $21.4K | Sell |
155
-20
| -11% | -$2.77K | 0.01% | 359 |
|
|
2023
Q1 | $23.5K | Hold |
175
| – | – | 0.01% | 321 |
|
|
2022
Q4 | $23.7K | Buy |
175
+117
| +202% | +$15.8K | 0.01% | 332 |
|
|
2022
Q3 | $7K | Buy |
58
+3
| +5% | +$362 | ﹤0.01% | 497 |
|
|
2022
Q2 | $7K | Hold |
55
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $8K | Hold |
55
| – | – | ﹤0.01% | 519 |
|
|
2021
Q4 | $8K | Buy |
55
+8
| +17% | +$1.16K | ﹤0.01% | 537 |
|
|
2021
Q3 | $7K | Hold |
47
| – | – | ﹤0.01% | 572 |
|
|
2021
Q2 | $7K | Buy |
47
+2
| +4% | +$298 | ﹤0.01% | 569 |
|
|
2021
Q1 | $6K | Sell |
45
-7
| -13% | -$933 | ﹤0.01% | 592 |
|
|
2020
Q4 | $6K | Sell |
52
-18
| -26% | -$2.08K | ﹤0.01% | 556 |
|
|
2020
Q3 | $7K | Buy |
70
+69
| +6,900% | +$6.9K | ﹤0.01% | 503 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 967 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 679 |
|