Private Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,027
| Closed | -$653K | – | 60 |
|
|
2020
Q1 | $653K | Buy |
8,027
+929
| +13% | +$75.6K | 0.54% | 32 |
|
|
2019
Q4 | $846K | Buy |
7,098
+942
| +15% | +$112K | 0.49% | 47 |
|
|
2019
Q3 | $696K | Sell |
6,156
-11
| -0.2% | -$1.24K | 0.45% | 37 |
|
|
2019
Q2 | $665K | Hold |
6,167
| – | – | 0.45% | 37 |
|
|
2019
Q1 | $665K | Buy |
6,167
+720
| +13% | +$77.6K | 0.45% | 37 |
|
|
2018
Q4 | $519K | Buy |
+5,447
| New | +$519K | 0.42% | 37 |
|