Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.5M | Sell |
10,847
-199
| -2% | -$27.5K | 0.45% | 26 |
|
|
2023
Q1 | $1.48M | Sell |
11,046
-1,538
| -12% | -$206K | 0.49% | 24 |
|
|
2022
Q4 | $1.7M | Sell |
12,584
-964
| -7% | -$130K | 0.63% | 24 |
|
|
2022
Q3 | $1.65M | Buy |
13,548
+12
| +0.1% | +$1.46K | 0.78% | 23 |
|
|
2022
Q2 | $1.75M | Buy |
13,536
+267
| +2% | +$34.6K | 0.88% | 23 |
|
|
2022
Q1 | $1.99M | Buy |
13,269
+251
| +2% | +$37.6K | 1.02% | 19 |
|
|
2021
Q4 | $1.95M | Sell |
13,018
-412
| -3% | -$61.8K | 1.12% | 21 |
|
|
2021
Q3 | $1.88M | Sell |
13,430
-180
| -1% | -$25.1K | 1.54% | 21 |
|
|
2021
Q2 | $1.91M | Sell |
13,610
-47
| -0.3% | -$6.6K | 1.63% | 21 |
|
|
2021
Q1 | $1.84M | Sell |
13,657
-5,285
| -28% | -$713K | 2.1% | 18 |
|
|
2020
Q4 | $2.25M | Sell |
18,942
-10,128
| -35% | -$1.2M | 2.46% | 16 |
|
|
2020
Q3 | $2.95M | Sell |
29,070
-9,942
| -25% | -$1.01M | 1.29% | 31 |
|
|
2020
Q2 | $3.73M | Sell |
39,012
-18,400
| -32% | -$1.76M | 2.63% | 15 |
|
|
2020
Q1 | $4.67M | Sell |
57,412
-40,191
| -41% | -$3.27M | 2.88% | 14 |
|
|
2019
Q4 | $11.6M | Sell |
97,603
-768
| -0.8% | -$91.5K | 3.4% | 13 |
|
|
2019
Q3 | $11.1M | Sell |
98,371
-1,774
| -2% | -$200K | 3.43% | 13 |
|
|
2019
Q2 | $11.1M | Sell |
100,145
-4,326
| -4% | -$481K | 3.4% | 13 |
|
|
2019
Q1 | $11.3M | Buy |
104,471
+1,427
| +1% | +$154K | 3.51% | 13 |
|
|
2018
Q4 | $9.81M | Sell |
103,044
-682
| -0.7% | -$64.9K | 3.32% | 13 |
|
|
2018
Q3 | $11.7M | Sell |
103,726
-1,886
| -2% | -$213K | 3.51% | 13 |
|
|
2018
Q2 | $11.7M | Buy |
105,612
+12,671
| +14% | +$1.4M | 3.6% | 13 |
|
|
2018
Q1 | $10.2M | Buy |
92,941
+12,458
| +15% | +$1.36M | 3.21% | 13 |
|
|
2017
Q4 | $8.98M | Buy |
+80,483
| New | +$8.98M | 2.92% | 13 |
|