Resurgent Financial 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 |
-1,706
| Closed | -$274K | – | 203 |
|
|
2025
Q1 | $274K | Buy |
1,706
+7
| +0.4% | +$1.12K | 0.16% | 147 |
|
|
2024
Q4 | $275K | Buy |
1,699
+33
| +2% | +$5.34K | 0.16% | 145 |
|
|
2024
Q3 | $279K | Buy |
1,666
+21
| +1% | +$3.52K | 0.16% | 145 |
|
|
2024
Q2 | $247K | Buy |
+1,645
| New | +$247K | 0.15% | 154 |
|
|
2024
Q1 | – | Sell |
-867
| Closed | -$126K | – | 468 |
|
|
2023
Q4 | $126K | Buy |
867
+240
| +38% | +$34.8K | 0.08% | 221 |
|
|
2023
Q3 | $82.1K | Buy |
627
+203
| +48% | +$26.6K | 0.06% | 251 |
|
|
2023
Q2 | $58.7K | Buy |
424
+25
| +6% | +$3.46K | 0.04% | 309 |
|
|
2023
Q1 | $53.5K | Sell |
399
-365
| -48% | -$48.9K | 0.04% | 321 |
|
|
2022
Q4 | $103K | Buy |
+764
| New | +$103K | 0.05% | 299 |
|