Realta Investment Advisors’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 | – | Sell |
-200
| Closed | -$32.1K | – | 340 |
|
|
2025
Q1 | $32.1K | Hold |
200
| – | – | 0.01% | 249 |
|
|
2024
Q4 | $32.5K | Buy |
+200
| New | +$32.5K | 0.01% | 267 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$3.46K | – | 789 |
|
|
2023
Q3 | $3.46K | Hold |
25
| – | – | ﹤0.01% | 738 |
|
|
2023
Q2 | $3.46K | Buy |
+25
| New | +$3.46K | ﹤0.01% | 780 |
|
|
2023
Q1 | – | Sell |
-73
| Closed | -$9.82K | – | 810 |
|
|
2022
Q4 | $9.82K | Buy |
73
+11
| +18% | +$1.48K | ﹤0.01% | 716 |
|
|
2022
Q3 | $8K | Buy |
+62
| New | +$8K | ﹤0.01% | 721 |
|
|
2020
Q1 | – | Sell |
-63
| Closed | -$8K | – | 1357 |
|
|
2019
Q4 | $8K | Buy |
63
+6
| +11% | +$762 | ﹤0.01% | 1214 |
|
|
2019
Q3 | $7K | Sell |
57
-1
| -2% | -$123 | ﹤0.01% | 1239 |
|
|
2019
Q2 | $7K | Buy |
58
+44
| +314% | +$5.31K | ﹤0.01% | 1277 |
|
|
2019
Q1 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1238 |
|