Richardson Financial Services’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 | $324K | Sell |
1,943
-732
| -27% | -$122K | 0.22% | 112 |
|
|
2025
Q1 | $429K | Buy |
2,675
+286
| +12% | +$45.9K | 0.33% | 93 |
|
|
2024
Q4 | $386K | Buy |
2,389
+80
| +3% | +$12.9K | 0.27% | 100 |
|
|
2024
Q3 | $347K | Hold |
2,309
| – | – | 0.22% | 111 |
|
|
2024
Q2 | $347K | Sell |
2,309
-970
| -30% | -$146K | 0.25% | 106 |
|
|
2024
Q1 | $511K | Buy |
3,279
+122
| +4% | +$19K | 0.36% | 79 |
|
|
2023
Q4 | $458K | Buy |
+3,157
| New | +$458K | 0.4% | 73 |
|