Private 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 | $135K | Hold |
820
| – | – | 0.04% | 104 |
|
|
2025
Q1 | $132K | Hold |
820
| – | – | 0.05% | 99 |
|
|
2024
Q4 | $133K | Hold |
820
| – | – | 0.05% | 98 |
|
|
2024
Q3 | $138K | Hold |
820
| – | – | 0.05% | 87 |
|
|
2024
Q2 | $123K | Sell |
820
-36
| -4% | -$5.42K | 0.05% | 93 |
|
|
2024
Q1 | $133K | Sell |
856
-25
| -3% | -$3.9K | 0.06% | 83 |
|
|
2023
Q4 | $128K | Buy |
+881
| New | +$128K | 0.06% | 86 |
|