Prosperity Planning’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 | $8.5M | Sell |
51,701
-1,420
| -3% | -$234K | 2.45% | 13 |
|
|
2025
Q1 | $8.53M | Sell |
53,121
-3,963
| -7% | -$636K | 2.67% | 11 |
|
|
2024
Q4 | $9.23M | Sell |
57,084
-7,382
| -11% | -$1.19M | 2.96% | 11 |
|
|
2024
Q3 | $10.8M | Sell |
64,466
-8,042
| -11% | -$1.35M | 3.43% | 10 |
|
|
2024
Q2 | $10.9M | Sell |
72,508
-6,577
| -8% | -$989K | 3.73% | 8 |
|
|
2024
Q1 | $12.3M | Buy |
79,085
+4,028
| +5% | +$628K | 4.27% | 7 |
|
|
2023
Q4 | $10.9M | Buy |
75,057
+3,395
| +5% | +$492K | 4.07% | 7 |
|
|
2023
Q3 | $9.38M | Buy |
71,662
+3,483
| +5% | +$456K | 3.92% | 8 |
|
|
2023
Q2 | $9.43M | Buy |
68,179
+4,221
| +7% | +$584K | 3.89% | 8 |
|
|
2023
Q1 | $8.57M | Buy |
63,958
+2,646
| +4% | +$355K | 3.74% | 8 |
|
|
2022
Q4 | $8.46M | Hold |
61,312
| – | – | 4.18% | 5 |
|
|
2022
Q3 | $7.47M | Buy |
61,312
+9,116
| +17% | +$1.11M | 3.9% | 8 |
|
|
2022
Q2 | $8.46M | Hold |
52,196
| – | – | 4.32% | 8 |
|
|
2022
Q1 | $8.89M | Hold |
52,196
| – | – | 4.35% | 7 |
|
|
2021
Q4 | $7.85M | Buy |
52,196
+3,895
| +8% | +$586K | 3.98% | 7 |
|
|
2021
Q3 | $6.74M | Buy |
48,301
+1,622
| +3% | +$226K | 3.68% | 7 |
|
|
2021
Q2 | $6.56M | Buy |
46,679
+2,671
| +6% | +$375K | 4.07% | 6 |
|
|
2021
Q1 | $5.94M | Buy |
44,008
+5,082
| +13% | +$685K | 4.22% | 6 |
|
|
2020
Q4 | $4.63M | Buy |
+38,926
| New | +$4.63M | 3.92% | 6 |
|