Robinson Smith Wealth 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 | $228K | Buy |
1,388
+7
| +0.5% | +$1.15K | 0.18% | 75 |
|
|
2025
Q1 | $222K | Buy |
1,381
+36
| +3% | +$5.78K | 0.19% | 81 |
|
|
2024
Q4 | $218K | Hold |
1,345
| – | – | 0.18% | 74 |
|
|
2024
Q3 | $226K | Sell |
1,345
-35
| -3% | -$5.87K | 0.19% | 77 |
|
|
2024
Q2 | $208K | Buy |
1,380
+33
| +2% | +$4.97K | 0.18% | 85 |
|
|
2024
Q1 | $210K | Sell |
1,347
-345
| -20% | -$53.8K | 0.2% | 76 |
|
|
2023
Q4 | $245K | Buy |
+1,692
| New | +$245K | 0.24% | 75 |
|